Like a great oak tree, always here for you

OUR PHILOSOPHY

Investment Advisors at Work for You

The team at Fox Valley's Schaper, Benz & Wise Investment Counsel works hard on your behalf to make prudent asset management decisions.  Our investment advisors are always doing their homework, researching and analyzing the investment options for stock, bond, and mutual fund selection.  These efforts help us build appropriately diversified portfolios that will result in the achievement of your investment objectives. 

We've followed the same tried-and-true approach to our client relationships since 1992. It may be simple, but it's also the best.

  1. Getting to Know You - We'll listen closely to understand every element that factors into your financial situation.
  2. Setting Goals - Once we've mapped out the details, we'll set goals and formulate a plan of action.
  3. Implementing the Plan - Leave the difficult decisions to us. We'll see to it that your family aspirations are met.
  4. Continuous Monitoring - Circumstances change. We'll be here to guide you every step of the way.

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.