Like a great oak tree, always here for you

FAMILY WEALTH COUNSEL

For All of Your Family's Financial Needs

The Schaper, Benz & Wise Family Wealth Counsel division offers a service that is distinctly different from traditional private wealth managers. We think "family first" and provide the financial expertise, objectivity and sophisticated administrative skills necessary to relieve you of the multitude of tasks associated with managing family wealth. Our highly-experienced investment advisors will help your family define and implement a financial strategy along with monitoring and measuring results. Much like a personal CFO, we take on the critical role of communicator and coordinate the efforts of your other professional advisors to ensure all integrate seamlessly.

We are fully committed to meeting the unique - and oftentimes complex - needs and demands of affluent individuals and families in the Fox Valley and Northeast Wisconsin and across the United States. Most importantly, our investment company is structured to offer the highest level of quality and confidentiality. We specialize in a variety of family wealth management services:

  • Investment Management
  • Wealth Transfer Planning
  • Estate Planning
  • Retirement Planning
  • Financial/Tax Planning
  • Charitable Giving
  • Fiduciary Advising
  • Income/Cash Needs Planning

This website and the services contained herein are intended for U.S. citizens. Schaper, Benz & Wise Investment Counsel is an SEC-registered investment adviser located in Neenah, Wisconsin. Our Form ADV and other information can be viewed at www.adviserinfo.sec.gov. All information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell investment advisory services in any jurisdiction. Schaper, Benz & Wise of Wisconsin does not make any representations or warranties as to the accuracy or timeliness of any information prepared by any unaffiliated third party provider, whether linked to this website or incorporated herein.