With his experience in financial planning and investment management, Chase Schaefer has accumulated the knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change.
As your wants and needs as an investor evolve over time, so will your vision for the future and risk tolerance. Chase will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Chase endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, expectations for returns, risk tolerance, and the performance of your portfolio.
Based on what he learns about you, your goals, and an analysis of the current financial markets, Chase designs a customized investment portfolio based on your best interests in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Chase puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Today, Chase specializes in financial & estate goal planning, retirement solutions, long term care, 529 education savings plans, and much more through Raymond James. He is an Accredited Asset Management Specialist® and a Chartered Retirement Planning Specialist®.
As a native Houstonian, Chase is a member of The Propeller Club, American Society of Civil Engineers, Texas Tech Alumni Organization, and the Houston Livestock Show and Rodeo Committee. Away from the office, you can find Chase enjoying the outdoors or spending time with friends & family.
Raymond James is not affiliated with any of the companies mentioned.