Dakota
Dakota
Book a Demo
Talk to an Expert

Schaper, Benz & Wise

EST. AUM
$1,761,356,913

CONTACTS
2

CLIENT ACCOUNTS
1,077

Firm Details

Metro area Green Bay
CRD Number 107630
Website sbw-invest.com
Client types

Overview

Schaper, Benz & Wise is an RIA based near Appleton, about 45 minutes from Green Bay, offering investment and family wealth counseling services for clients including families, businesses and foundations. Their investment strategies are mainly internally managed equity and fixed income portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy