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Shaffer Wealth Advisory Group

The Shaffer Wealth Advisory Group specializes in comprehensive financial planning, wealth management and customized portfolio solutions for investors. We are an experienced group of advisors dedicated to providing our clients with an unparalleled standard of financial advice and investment management.

Our team is committed to our clients’ first and foremost, dedicated to the individual needs and objectives of those we serve. It is our responsibility to get to know you as an individual and as an investor so that we can understand the motivations behind why and for whom you invest. Together we will develop a strategy unique to your financial situation, goals, and personal risk tolerance.

We will help you achieve your personal financial goals through:

Financial Planning: Serves as the foundation for your portfolio, to help you prepare for the future, preserve, protect and pass along your legacy.

  • Personal Financial Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning
  • Charitable/Legacy Planning

Asset / Investment Management: Coordinated reviews of all investments including assets held outside of Janney so you can understand your overall asset allocation, your exposure to risk, market fluctuations and to identify any gaps that require attention.

  • Investment Management Based on Your Goals
  • Portfolio Rebalancing
  • Professional Management of Financial Securities
  • Investment Manager Oversight and Review
  • Ongoing Performance Monitoring and Evaluation
  • Insurance / Risk Review

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