Retirement, Investment, Risk Management, Legacy & Estate, and Tax PlanningProviding services nationwide

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Wealth Management

With Schaefer Wealth Management, Inc., you'll meet financial experts who can evaluate and monitor your investments, so you're far less likely to miss a critical detail.

Retirement Income Planning

Retirement income planning refers to how much revenue you'll make during your retirement, and it's quickly become the Gold Standard for those who want to have more comfortable Golden Years.

Efficient Tax Planning

Efficient tax planning is a financial concept that takes a hard look at how you're paying your taxes before determining what steps to take.

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We seek to coordinate, organize, and simplify the many components of your wealth management plan, providing Illinois and Missouri residents with the financial clarity, solutions, and service that allow you to focus on what you care about most.

We are your single point of contact for all of your financial matters.

Retirement, Investment, Risk Management, Legacy & Estate, and Tax Planning

Our coordinated network results in a unified solution that enables you to focus on what is most important to you. By overseeing your entire financial picture, we maintain a deep understanding of your entire financial life to provide you with the resources to address the complexities of your situation. Each of our partners has clearly defined roles and responsibilities providing accountability and clarity. Our partner organizations combine the credibility of globally-recognized financial firms with local, independent partners working together for you.

Your Dedicated Advisor

Schaefer Wealth Management is an independent financial advisory firm serving clients since 1989. Through our partnership with you, our team delivers comprehensive financial planning, holistic investment management, and retirement income strategies. We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.

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"We know Dwight Schaefer, Schaefer Wealth Management, to be a professional, knowledgeable and trustworthy Financial Advisor. Over our past ten plus years of working with him, he has helped us establish a sound financial plan that is tailored to our needs.

Dwight along with his son, Cole, always keep us up to date on how we are progressing and make suggestions to us as needed. Their financial approach and strategy have certainly benefitted us. They both take the time to explain everything in detail and always follow up with an email. With their support and knowledge, we are confident in our retirement.

If you are looking for honesty, integrity and hard work, then give them a call."

—Bob & Debbie

"My husband and I have been clients of Dwight Schaefer for over twenty years. Dwight, Robin, and Cole have expertly managed our investment portfolios. We highly recommend them for your financial needs. "

— Mary Ann & Tim

"Dwight at Schaefer Wealth Management has been Advising me and my wife on investing, saving, and planning for retirement for 25 years. Dwight and his staff are always knowledgeable and expedient. They are always available and helpful. Over the 25 years they have become more than advisers. They are trusted friends. "

— Billy & Sydd

"We have been clients ofDwight Schaefer since 2000. Early on, he assisted us with completing FAFSA forms, and strategized funding for college for two of our children. Over the years, Dwight met with us regularly and offered sound financial advice. He has helped us plan for both of our retirements. Always easy to talk to and clearly knowledgeable in his profession, we have felt comfortable and pleased with his guidance. We have never hesitated in referring his business, SCHAEFER WEALTH MANAGEMENT, to our friends and family."

— Charlie & Connie

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials. This should not be construed as an endorsement of Schaefer Wealth Management, as every investor’s experience is different.