The Wagner Sheffer Group
"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?
"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?
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.
Let's welcome autumn at Bowman Orchards. Wander through the orchard, pick apples, and savor the sightsand smells of Fall. We'll have food, cider, donuts, and activities for the little ones. Bring your family, inviteyour friends, just let us know who is coming!
The Bells of St. Mary's
You are invited to a private showing of the classic holiday film. Doors open at 10:00 AM. The film will begin at 10:30 and runs about 2 hours. Popcorn and drinks will be available for everyone.
CDFA®, CFP®, CKP®, CPFA®
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.
