Schulfer & Associates, LLC

1417 Main Street
Stevens Point, WI 54481
  • 715.343.9600

Becoming a Client

Take the first step to becoming a client. We will schedule a no-cost, no-obligation appointment for a time that is convenient for you. You will receive our Welcome Packet introducing you to our firm.We look forward to meeting you!

Become a Client

Guided Wealth Portfolios

For the investor who does not currently have a complex financial situation, GWP is our online investment management platform.

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Are you looking for an experienced advisor for your finances who will listen to you and be proactive in your investment strategy?   A professional, long term relationship with a skilled advisor who not only knows investments well, but takes the time to understand you and your family?  A relationship that doesn't just start off promising, but follows through with commitment?