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| 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.
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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.
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.
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Our broker dealer, First Allied Securities, Inc., an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. Advanced Equities is a Chicago-based venture capital investment bank with offices in Chicago and San Francisco.
For More Information about Our Services, Dowload Brochure
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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.
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Prior to leading operations of Scheirer Wealth Management (under First Allied Securities, Inc., Member FINRA/SIPC), Mr. Scheirer worked with JPMorgan 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 recently achieved the Certified Wealth Strategist (CWS) designation - a credential that less than 1% of Financial Planners have obtained.*
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Today, Andrew cherishes the support of his wife Sharon, who recently joined the Scheirer Wealth Management team in September 2010. They live in Orlando, FL with their beloved Australian Shepherds, Bella and Hope. When Mr. Scheirer is not enjoying his wife's company, he's on the golf course, playing racquetball, boating, or at the University Club in downtown Orlando, Florida.
Mr. Scheirer is 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.
**For more information on the Certified Wealth Strategist Designation, please go to www.certifiedwealthstrategist.com
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| Sharon Scheirer, Director of Operations |
Prior to joining Scheirer Wealth Management in September 2010, Sharon was a top-level executive with a commended twelve-year track record in mortgage consulting and management. In addition to managing successful teams with such firms as JP Morgan Chase and Wells Fargo, Sharon also worked on an individual basis, helping over 4,000 satisfied clients achieve their dream of home ownership. Her biggest motivator throughout her career has been client happiness and satisfaction.
Sharon and Andrew love working together as a cohesive team inside the office, and in their home life. When not hard at work, Sharon loves spending quality time with her friends, and traveling the world with her husband.
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