"Always do more than is required of you."

- George Patton

Our Services

Asset Management Services

• Institutional portfolio management
• Individual equity and fixed income investing
• Mutual funds and ETFs
• Annuities
• Option strategies
• Private equity
• Hedge funds
• Index strategies
• Real estate strategies

Planning Services

• Retirement
• Legacy and wealth transfer
• Family and education needs
• Charitable strategies
• Business succession and exit solutions
• Business liquidity and compensation strategies

Risk Management

• Wealth preservation
• Portfolio hedging strategies
• Structured notes
• Personal and corporate trust
• Corporate executive trading plans
• Insurance solutions

Liability Management

• Security-based loans / Hypothecation
• Multiple custodial options
• Mortgage and credit services
• Business loans
• Debt retirement strategies

Learn More About Shaffer Wealth Management

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