The Wagner Sheffer Group Team Photo

The Wagner Sheffer Group

Merrill Lynch Wealth Management
18 Division St
Saratoga Springs, NY 12866
(518) 245-8122
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Our purpose is to take care of people - especially those who have other things to take care of.
The Wagner Sheffer Group
Merrill Lynch Wealth Management
Welcome

"Many times, what a person needs is not a brilliant mind that speaks, but a patient heart that listens."  - F. Scott Fitzgerald

Our purpose is to take care of those who value their time and understand that it’s about more than money, it’s about life. We are passionate about helping people make wise decisions with their time and money so that they have more of both. Our process is designed to support better decisions and better outcomes. We listen to develop an understanding and appreciation for your past, your present, and your future, incorporating all that is important to you before designing a wealth management strategy. Changes in your life, goals, preferences, liquidity needs, and comfort with risk are thoroughly addressed and documented. You are kept informed of your progress through real-time access to your accounts and regularly scheduled discussions.

It's about more than your money, it's about your life. Who is listening to you?

About Us
Welcome

"Many times, what a person needs is not a brilliant mind that speaks, but a patient heart that listens." - F. Scott Fitzgerald

Our purpose is to take care of those who value their time and understand that it's about more than money, it's about life. We are passionate about helping people make wise decisions with their time and money so that they have more of both. Our process is designed to support better decisions and better outcomes. We listen to develop an understanding and appreciation for your past, your present, and your future, incorporating all that is important to you before designing a wealth management strategy. Changes in your life, goals, preferences, liquidity needs, and comfort with risk are thoroughly addressed and documented. You are kept informed of your progress through real-time access to your accounts and regularly scheduled discussions.

It's about more than your money, it's about your life. Who is listening to you?

Dr. Benita Zahn DPS, MS, CHWC, NBC-HWC
Certified Health and WellnessCoach
Capital Cardiology Associates
Wednesday, May 8th 2024
A private dinner seminar with Dr. Benita Zahn who will discuss 'Finding More Joy'.

In honor of the women who have been so influential and steadfast in our lives, we welcome Dr. Benita Zahn who will discuss 'Finding More Joy'. Benita is a nationally certified Health and Wellness Coach working with clients at Capital Cardiology Associates. Benita has a Doctorate in Bioethics and spent more than 40 years as an Emmy award winning health reporter and news anchor at WNYT in Albany.

Register
Meet Our Team
Brad Wagner,

CDFA®,CFP®,CKP®,CPFA™

Senior Vice President, Wealth Management Advisor
518.245.8122
Jacqueline Sheffer,

CDFA®,CEPA®

Vice President, Senior Financial Advisor
518.245.8149
Jamie Decosse Zamani
Officer, Registered Wealth Management Client Associate
518.245.8137
About Merrill

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.

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