• 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.

  • Kellett Schaffner Wealth Advisors, LLC offers a wide variety of services from Estate and College planning, to Retirement Income Strategies. Learn more today.

  • The Kellett Schaffner team is comprised of seasoned professionals with a combined 48 years of experience to help you reach your goals.

  • Kellett Schaffner Wealth Advisors, LLC offers many different personalized services to assist their clients. Learn more today.

Contact Us Today

From Financial planning to Investment Management, Kellett Schaffner Wealth Advisors, LLC provides personalized service for all your financial advisory needs.


Our Philosophy.

Kellett Schaffner Wealth Advisors, LLC believes that each client deserves personalized plans to fit their financial needs and situation. Our team offers clear objective points of view focused on results.

Learn More

Our Team

Our Team.

Our team is comprised of knowledgeable, seasoned, friendly professionals with years of service in the financial field. We invite you to set up an appointment to talk with one of our principles about your own financial situation and future goals.

Learn More

Account View

Schwab Alliance.

Easily access your account information via our online Account View. Click the button below to be directed to your online account portal.

Learn More

Request Info

Request Information.

We welcome the opportunity to talk with you about your financial goals and questions. Please contact us today to receive more information about our company and the different ways that we can assist you.

Learn More