The Shaeffer Investment Group

Charles Wayne (Pete) Shaeffer, Jr.

Senior Vice President - Financial Advisor

H. James Smith, III

Senior Vice President - Financial Advisor,
Consulting Group

Patrick M. Hudson

First Vice President - Financial Advisor,
Consulting Group

John H. Sutton, Jr., AWM

Vice President - Financial Advisor, AWM,
Consulting Group

Bryon P. Epple

Vice President - Financial Advisor

Philip G. Keller

Senior Registered Client Associate

Andrew Kuhn

Registered Client Associate

Bulletin Board

Getting You There

Everyone has financial goals. Our role is to set a course toward those goals and maintain it. As wealth planners, investment professionals, retirement advisors, and insurance experts, the Shaeffer Investment Group is a multi-generational team at RBC Wealth Management uniquely equipped to guide you through a personalized wealth management process on your way to your financial future.

A Message from our Founder
Welcome! In 1982, after almost 20 years in the business, I felt strongly that clients would be better served by a “team” of investment professional committed to providing unbiased advice and unparalleled service. I am very proud that 30 years later, the Shaeffer Investment Group is still going strong. Our team consists of individuals of the highest integrity who have always had one goal: To do the right thing for our clients.

We hope you find our website useful in better understanding the services offered by the Shaeffer Investment Group. Please free to contact us with questions or for further information.

~ Charles Wayne (Pete) Shaeffer, Jr., Senior Vice President – Financial Advisor

Intergenerational Wealth Transfer: Unique Estate Planning Opportunity Ending Soon

Through the end of 2012, provisions of the Tax Reduction Act of 2010 create a favorable tax environment for wealthy individuals and families to share a significant amount of wealth with heirs. This year, individuals may give up to $5,120,000 – and married couples may give up to $10,240,000 – before being subject to estate, lifetime gift or generation skipping taxes. Under current law, the federal estate tax exemption will return to $1 million for individuals or $2 million for married couples, beginning January 1, 2013. For more information, please review the materials below, then contact us to discuss this opportunity.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Charles Wayne (Pete) Shaeffer, Jr. is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, KS, MA, MD, NC, NJ, NM, NV, NY, OH, OR, PA, SC, VA, VT, WA, WV, WY

H. James Smith, III is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, KS, MA, MD, ME, MS, NC, NJ, NM, NV, NY, OR, PA, RI, SC, VA, VT, WA, WV, WY

Patrick M. Hudson is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, NC, NJ, NM, NV, NY, OR, PA, SC, TX, VA, VT, WA, WV, WY

John H. Sutton, Jr. is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, MS, NC, NJ, NM, NV, NY, OR, PA, SC, VA, VT, WA, WV, WY

Bryon P. Epple is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, KS, MA, MD, NC, NJ, NM, NV, NY, OR, PA, SC, VA, VT, WA, WV, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.