Schaefer Wealth Management, INC.

Schaefer Wealth Management is an independent registered investment advisor established in 2008 and based in Waterloo, Illinois. The firm provides personalized investment management and financial planning services to individuals, high-net-worth individuals, and business owners. For investment portfolios, Schaefer Wealth Management builds customized allocations using individual stocks, bonds, exchange-traded funds, and mutual funds, and may also oversee third-party managers. The firm tailors portfolios to each client's specific goals and risk tolerance, maintaining the authority to make trades on a discretionary basis while accommodating reasonable client restrictions. In addition to investment oversight, Schaefer Wealth Management offers holistic financial planning that covers retirement, income tax, estate planning, and risk management.