The Schubert & Lassek Group
The Schubert & Lassek Group is a multi-disciplinary wealth management team with more than 85 years of combined financial services experience. Longtime Omaha residents, we are privileged to help our clients, who are an extension of our family, friends, and neighbors with all of their wealth management needs. They are busy and successful people, and we pledge to remain a constant in their lives. Diverse in age and experience, every member of our family-styled team is committed to the same set of values and principles, along with a disciplined process designed to better organize your financial life, help you preserve your wealth, and pursue your financial goals. It is this foundation that offers us a unique collective insight into the history and future outlook of wealth management and helps us meet a variety of financial needs that may occur during the various stages of your life and the lives of your children and grandchildren. We relish the opportunity to apply our knowledge and skills, harnessing the extensive resources of Merrill and the banking convenience of Bank of America to help advance your goals, streamline financial management, and intensify the beneficial outcomes of wealth for successive generations. We foster a boutique-style environment that prioritizes warmth and individualization yet offers the resources and capabilities of a global financial firm.Our goal is to offer you straightforward answers and uncomplicated strategies that lead to smarter, more informed decisions. No matter what your priorities are, we combine actionable planning and objective advice to help you turn your goals into reality.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
