# Schaper Benz & Wise Investment Counsel INC
Source: https://planprovider.pro/provider/schaper-benz-and-wise-investment-counsel-inc

> Investment counsel and portfolio management are the core of this SEC-registered advisory firm, with work that also includes fiduciary support for employer re…

Retirement Plan Advisor

Neenah, WI

## About Schaper Benz & Wise Investment Counsel INC

<p>Investment counsel and portfolio management are the core of this SEC-registered advisory firm, with work that also includes fiduciary support for employer retirement plans. Schaper, Benz &amp; Wise Investment Counsel Inc. is headquartered in Neenah in the Fox Cities/Appleton–Oshkosh area of northeast Wisconsin and works with clients across the United States.</p>

<p>Founded in 1992, the firm is 100% employee-owned and brings more than 100 years of combined experience across its advisory team. As a <a href="/plan-advisors">plan advisor</a>, it offers 3(21) fiduciary services, providing investment advice to plan sponsors while the sponsor retains final decision-making authority.</p>

<p>Schaper, Benz &amp; Wise also works with families of wealth, foundations, and businesses on investment portfolio design, ongoing monitoring, and family wealth counsel to help define and carry out long-term financial strategies. The firm emphasizes personal relationships, confidentiality, in-depth investment research, and a transparent fee structure. It reports $1.6B in assets under management (2026).</p>

<p>What sets the firm apart is its employee-owned structure paired with a research-driven process and a stated focus on transparency around fees.</p>

<ul>
<li>SEC-registered investment advisor</li>
<li>3(21) fiduciary services for retirement plans</li>
<li>Investment policy and portfolio construction</li>
<li>Ongoing monitoring and investment research</li>
<li>Family wealth counsel for multi-generational planning</li>
</ul>

Website: [https://sbw-invest.com](https://sbw-invest.com)

## Office Locations

- Neenah, WI (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $1.6B

## Team Members

- **Thomas Rippl**, Vice President, Investment Officer, Principal, Managing Director

- **Christi Salm**, Vice President, Investment Officer, Principal, Managing Director

- **Anthony Seashore**, President, Investment Officer, Principal, Director

- **Mark Sprtel**, Chief Compliance Officer, Investment Officer

- **Blake Bartlett**, Portfolio Manager/Investment Analyst

- **Bradley Benz**, Chairman, Investment Officer, Principal

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