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Winter Park Financial Advisors Independent Financial Advice
(321) 275-5922
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Winter Park Financial Planning
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Winter Park Estate Planning Services

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)

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.

Let's Get Started

Let us help you to assess your financial needs and build a plan that may provide you financial comfort and security. We'd like to help you make the most of the opportunities available to you and promise to act with objectivity, experience and honesty. Allow us to evaluate and offer a financial plan for your family or your business, from an independent perspective.

Call us today at (321) 275-5922
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