Managing wealth is much more than money.
Working With an Experienced Team
Led by Michael C. Pfeffer, CFP®, Managing Director – Investment Officer, a seasoned advisor with over 13 years of experience and Sam Schaefer, CFP®, Financial Consultant, our team combines life experience with financial discipline. Michael's personal journey has given him a balanced approach to wealth management, emphasizing the importance of living your life to its fullest.
Our Unique Approach
Art
Understanding the unique, personal, and emotional elements of each client's financial situation. Learn More
Science
Utilizing data, research, and sophisticated technology to inform financial decision-making. Learn More
Pragmatism
Employing a comprehensive approach to problem-solving that is flexible and grounded in facts and numbers. Learn More
Combining art and science in managing your wealth can lead to new ways of thinking and more creative solutions. It’s a comprehensive approach that integrates emotional intelligence with technical expertise, which strives to help you achieve your financial and life goals.
Michael Pfeffer is honored to have been recognized as:
Forbes Best-In-State Wealth Advisors 2025 and 20261
Forbes Top Next-Gen Wealth Advisors Best-In-State 2024 & 20252
AdvisorHub 2025 Advisors to Watch 100 Next Gen3
Wells Fargo Advisors does not provide legal or tax advice.
1 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. View additional disclosures
2 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. View additional disclosures
3 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). View additional disclosures
Michael Pfeffer is honored to have been recognized as:
Forbes Best-In-State Wealth Advisors 20251
Forbes Top Next-Gen Wealth Advisors Best-In-State 2024 & 20252
AdvisorHub 2025 Advisors to Watch 100 Next Gen3
Wells Fargo Advisors does not provide legal or tax advice.
1 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. View additional disclosures
2 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. View additional disclosures
3 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/24 (Source: AdvisorHub). View additional disclosures