W.J. Schade Financial Services, LLC began in 2006 with the goal of providing customized investment management and wealth planning services to a variety of clients. Our primary focus is investment management services and we employ several approaches to meet the needs of our varied clientele. Allocation portfolios of low cost exchange traded funds are designed to meet investment goals from aggressive growth to fixed income generation. In addition, the company also offers call writing strategies for investors with larger portfolios wishing to maximize returns while mitigating risk.

We also offer financial planning either as a standalone service or bundled with investment management. Specific guidance is offered related to investment topics such as allocation of funds, retirement planning, investing/saving for a specific goal, investment types, investment structure, and specific recommendations. General financial planning is also offered to prepare clients for further work with lawyers, CPAs, or estate planners.

We understand that financial planning is a critical, yet often overlooked, activity. We believe it is crucial to meet with an advisor and discuss financial goals in order to develop an appropriate investment strategy as early as possible. We have found that the implementation and maintenance of a long-term financial plan is beneficial to the achievement of future goals. To this end, we offer an affordable and effective financial planning and investment advising service for all clients, no matter what stage of their career they are in or how much they have to invest. We work with clients every step of the way by developing long term management relationships based on common goals for mutual benefit. We strive to offer an exceptional level of advisor access for all clients, providing personalized and responsive service to accommodate ever changing circumstances.

If you have any questions, please feel free to contact us via telephone or e-mail. We would be happy to speak with you and schedule a no-cost, no-obligation preliminary review.

Contact us at: info@wjsfs.com