HOW CAN WE HELP YOU STAY ON TOP

Whether you are just starting to save for your future, or are a seasoned investor, Scheirer Wealth Management has the financial management experience to direct you towards reaching your objectives. We offer financial and investments services through Kovack Securities, Inc. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective..

Following is a list of some of the Services we provide:

  • Advanced Investment Strategies

  • Financial Planning (Retirement, Estate, Education)

  • Asset Management

  • Brokerage (Stocks, Bonds, Mutual Funds, etc)

  • Insurance Strategies (Life, Annuities, Long-Term Care, etc)

Advanced Investment Strategies

Asset Management

Retirement Planning

Estate Planning

Insurance Strategies

Defined Benefit Placement

Section 79 and Captive Planning

Stocks & Bonds

WHO WE ARE

At Scheirer Wealth Management we understand that each client’s financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.

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WHAT CLIENTS SAY

“Scheirer Wealth Management differentiated themselves to me early on from their competitors as a firm which is focused on helping me achieve my goals, listening to what’s really important to me, and building an investment strategy that minimized my investment fees while providing good stable growth. What really got me was their fixation on total transparency and complete objectivity with respect to my interests and needs.”

Daniel S. – Orlando, FL

GET STARTED TODAY

Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world’s financial markets and a wealth of investment resources. We provide a wide-range of diversified Financial Products

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Scheirer Wealth Management

As an independently owned financial consulting firm with more than 15 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

Who We Serve

  • High Net Worth Individuals

  • Physicians

  • Professional Athletes

  • Self Employed Business Owners

  • Lottery Winners

Our Location

1540 International Parkway Suite 2000
Lake Mary, FL 32746

Phone: (321) 275-5922

info@scheirerwealthmanagement.com