SERVICES
Personalized Solutions
Shafer & Reilly brings over 50 years of wealth management experience to the families and organizations that have come to know us as their valued partners. We understand that each client’s situation is unique and leverage our team’s diverse experience to develop an integrated solution designed with a goal to meet your needs and achieve your objectives.
1EXPERIENCED
2PERSONALIZED
2DRIVEN
3VALUED
As independent, full-service consultants we are able to offer non-proprietary investment and insurance options as well as access to an array of financial tools and resources to ensure you’re seeing the full picture.
Our experience is diverse, and our customized wealth management solutions are often integrated, with a focus on:
- Portfolio Design
- Estate Planning
- Insurance and Risk Management
- Tax Planning
- College Planning
- Charitable Giving