A real relationship Helping you pursue your life's goals
Stephen S. Schaefer, CFP®
Senior Vice President - Wealth Management
Portfolio Manager
Private Wealth Advisor
786-394-2903
550 Biltmore Way
Suite 1100
Coral Gables, FL 33134
Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action. It all comes down to delivering advice that is relevant to your life and your financial success.
Stephen Schaefer has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2009
My perspectives
Insights