Philosophy

Kellett Schaffner Wealth Advisors, LLC’s philosophy is simple: work with our clients to formulate personalized plans that fit their needs.

Our team feels strongly that:Hiking

Financial success is achieved by developing clear objectives, goals, and strategies tailored to a person’s aspirations and needs.

Every client is on their own path and each journey requires focus and attention to every detail.  Our methodologies are specific to each client’s unique financial situation.

Our clients deserve first class service with an objective point of view biased toward implementation and results.

CONTACT US today to learn more about us and how we can help you!