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Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel is a Neenah, Wisconsin RIA serving high-net-worth families since 1992 with integrated tax and investment management.
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel was founded in 1992 and operates from Neenah, Wisconsin, as a registered investment adviser. The firm serves high-net-worth individuals, families, and corporate accounts, bundling investment management with financial- and tax-planning services. Its three decades of operation place it among the longer-tenured independent advisory shops in the Upper Midwest, a region with deep industrial and insurance-wealth roots. The firm delivers portfolio construction, manager selection, and ongoing rebalancing, with an emphasis on after-tax outcomes that reflects its integrated planning model. While it does not publicly disclose a discrete asset-allocation target, its commissioned-adviser structure suggests broad access to mutual funds, ETFs, individual fixed-income, and likely separately managed accounts across public equity and fixed-income. The geographic footprint skews heavily toward Wisconsin, with likely client concentration in the Fox River Valley and wider Great Lakes manufacturing-and-insurance corridor. Schaper Benz & Wise remains modest in reported headcount, typical of a boutique where principals directly manage high-net-worth relationships rather than delegating to a junior tier. The firm has not announced satellite offices or adjacent vehicles such as philanthropic foundations or private-market funds. This tight structure reinforces the classic independent-RIA value proposition: a small team where naming partners make portfolio decisions without a parent institution's product-push mandate. Its structural differentiator lies in the combination—an SEC-registered independent that wraps tax, estate-awareness, and investment policy into a single point of delivery, rather than farming out planning to a separate CPA or law firm. For a certain band of Midwestern wealth owners who value long-tenure relationships and conflict-avoidance over headline AUM, that model still matters.
General information
Firm type
Bank / Wealth / Trust
Year founded
1992
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Neenah
Corporate office
Neenah, WI, United States
Frequently asked questions
Who runs investment decisions at Schaper Benz & Wise?
Public records indicate the firm's founding principals—whose surnames appear in the firm name—have historically led portfolio and planning decisions, as is typical in a partnership-structured RIA of this size. Without a publicly published leadership page or recent ADV Part 2B accessible for this analysis, precise individual attribution is unavailable.
How does the firm integrate tax planning with investment management?
Schaper Benz & Wise markets an integrated advisory model—meaning client portfolios are managed with direct awareness of estate plans and annual tax positioning. In practice, for a firm of this structure, that typically means in-house tax-loss harvesting, asset-location across taxable and qualified accounts, and charitable-giving strategies designed alongside the portfolio rather than outsourced.
Is Schaper Benz & Wise a single-family office or a multi-family advisory?
It is neither a single-family office nor formally structured as a multi-family office. It operates as a registered investment adviser serving multiple unrelated high-net-worth families and individuals, which makes it a multi-client RIAs with family-office-like services—but without the dedicated entity structure, concierge services, or private-investment-club features that define formal multi-family offices.
What is the firm's known minimum account size or client profile?
The firm has not published a minimum account size. Its self-described focus on high-net-worth individuals and families, combined with its Midwestern small-city location, suggests a likely minimum in the low seven figures—competitive with other independent RIAs in secondary Wisconsin markets.
Does Schaper Benz & Wise participate in private-market or alternative investments?
There is no public evidence that the firm offers direct private-market, venture, or hedge-fund allocations. Its structure as a traditional Midwestern RIA suggests the core portfolio relies on public-equity, fixed-income, and liquid ETF or mutual-fund vehicles, with limited—if any—alternative sleeve.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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