INDEPENDENTLY OWNED FINANCIAL CONSULTING FIRM

More Than 15 Years of Dedicated Personalized Service

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About Our Firm

Scheirer Wealth Management is 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.

At Scheirer Wealth Management, our mission is to help our clients reach their financial goals and dreams. Yet we understand that each client’s situation is unique. Whether you’d like to plan for your children’s college education, build a business or save for retirement, we’d like to help develop a strategy to get you there. And whether you’re a first time investor or an old pro, you can rely on us to provide you with the level of advice you require.

Our commitment lies in providing impeccable, unbiased advice and service to deliver a broad range of investment resources to our clients. Building you a sound financial future is our number one priority and, as an independent firm, we place your interests and concerns first. This brochure is designed to give you an overview of our services.

We Are Here For You

Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.

Our broker dealer, Kovack Securities, Inc., is one of the largest full-service independent brokerage firms in the nation.  Established in 1997 in Ft. Lauderdale, FL, the firm continues to be a private, family owned business that values the family dynamic. With more than 500 registered representatives, Kovack offers experienced, reputable and timely financial management with a contemporary, independent perspective.

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Andrew R. Scheirer II, President

Andrew Scheirer II’s experience has been in comprehensive financial planning, with a specialization in alternative investments. Accurately assessing the needs of diverse groups of high net-worth individuals and business owners, he stands on a commitment to service excellence while navigating the complexities of wealth management.

Scheirer Wealth Management is focused on helping clients comprehensively manage their wealth in alignment with their personal goals and dreams. Since the organization’s inception, a wide array of clients including Fortune 500 executives, professional athletes, small business owners, and lottery winners, to name a few have worked with Mr. Scheirer.

Prior to leading operations at Scheirer Wealth Management, Mr. Scheirer worked with JP Morgan Chase and Wachovia Securities establishing a firm foundation in the financial services industry and gaining a comprehensive understanding of corporate culture.

Mr. Scheirer’s family legacy was built by financial professionals. As a second generation Financial Planner, he has used his professional and personal experiences to ensure his firm’s sole focus is client success. He achieved the Certified Wealth Strategist (CWS) designation – a credential that less than 1% of Financial Planners have obtained.*

Andrew is a resident of the Heathrow community in Lake Mary, FL where he enjoys spending time with his family. When Mr. Scheirer is not enjoying his family’s company, he enjoys training for marathons/triathlons, swimming, playing golf, snowboarding, wakeboarding, skeet shooting, reading, travel, playing golf, boating, or at the University Club in downtown Orlando, Florida.

Mr. Scheirer was a founding member of the University Club’s Young Executive Society Future Leadership in Action initiative (which mentors underprivileged high school students and helps them secure a college education) and supports the local chapter of Big Brothers / Big Sisters as a Big Brother.