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Schaffer & Company Wealth Preservation

Our goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate financial products and services delivered with the proactive, personal touch that sets Schaffer & Company Wealth Preservation apart from other trust companies. Another advantage is that we have in-house full service accounting services, fully licensed and experienced investment professionals and our technological capabilities are second to none in our industry.

We offer information on the following:

I hope that you find this information informative and I recommend you contact me concerning your specific situations.

Please do not procrastinate in preparing for the future; you cannot plan for events after they have occurred.

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Phone us at: 585-621-3300 or toll-free at 888-225-1350

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