Private Wealth Management 

Financial Planning & Investment Management.

Shafer Investment Management offers financial planning, investment advice and wealth management to individuals, families, and businesses professonals.

We provide total financial management tailored to you and your goals. We assist our clientele in selecting an appropriate allocation of investments for their unique financial objectives. We continuously work with you to develop strategies to help maintain your freedom and dignity throughout retirement.  

Call us today to see how James and his team could be a resource for you.