Schiller & Associates Private Wealth Management is a part of Wellington-Altus Private Wealth
We lead each client through a systematic approach to build a holistic financial plan. Schiller & Associates Private Wealth Management is committed to building long-term relationships to better understand each clients situation. Our team is composed of four members:
Regan Schiller, Wealth Advisor
Nadelle S
chiller, Associate
Autumn Mundorf, Associate Investment Advisor
Chelsea Butler, Associate
Regan Schiller holds his Certified Financial Planner designation, Registered Retirement Consultant and Certified Life Underwriter designations. Original content was produced while I was an Executive Financial Consultant with IG Private Wealth Management. As of September 27, 2024, my affiliation changed to Wellington-Altus Private Wealth where I have taken the role of Wealth Advisor. The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
