# Schaper Benz & Wise Investment Counsel

Schaper Benz & Wise Investment Counsel is a Bank / Wealth / Trust based in Neenah, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Neenah, United States
- **Region:** North America
- **Address:** Neenah, WI, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** sbw-invest.com

## Regulatory record

- **CRD number:** 107630
- **SEC file number:** 801-39679
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107630

## About

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. 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.

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

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