Andrew R. Scheirer II, President
Andrew Scheirer II’s experience has been in comprehensive financial planning, with a specialization in retirement income planning and 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 wife (Brittany), 8 year old daughter(Faith), 6 year old son(Jackson), and his fur babies Bella(Australian Sherard and Jack(Pomski) . 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.