Schaming Wealth Management Group

of Wells Fargo Advisors

Envision the Possibilities                

Our mission at the Schaming Wealth Management Group is to work closely with you and your family to develop a unique, personalized plan to help you financially support your pre- and post-retirement lifestyle. Together, we coordinate investment, tax and legal advice from your professional advisors and help to make sure that your entire financial picture is in focus. We work for our clients as we would for our own families. We aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.

David Schaming was given the designation of "Premier Advisor" by Wells Fargo Advisors.¹

Click Here to view the article.

Congratulations again to David Schaming on being named a Five-Star Wealth Manager in 2011 for the third year in a row in Philadelphia Magazine.²

Click Here to view the 2010 article.

Click Here to view the 2009 article.

¹To qualify for the “Premier Advisors Program” at Wells Fargo Advisors, Financial Advisors must demonstrate a high level of production and a commitment to professional service. The premier advisor program represents the best of the best of advisors at Wells Fargo Advisors.  

²The Survey was conducted by Crescendo, as an independent third-party research firm.  They surveyed 95,00 consumers of the magazine and 6500 Financial Service Professionals to evaluate the 15000 candidates in the Philadelphia area as the best in client satisfaction Wealth managers.  The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, recommendations and overall satisfaction.  After survey results are tallied they take the top scoring candidates which represent less than 7% of their market and forward to a panel to further review a sample of the selection.  Only wealth managers with five years of experience in the financial services industry are considered. The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the financial adviser’s clients. The rating is not indicative of the financial advisor’s future performance. Wealth Managers may or may not use discretion in their practice and therefore may not manage their client’s assets. Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected Wealth managers will be awarded this accomplishment by Crescendo in the future.  For more information on the rating methodology, go to www.fivestarprofessional.com/wmresearch/.