Orlando Independent Financial Advisor | Windermere Retirement Planning

Independent Financial Advice (407) 377-6624 Just a Phone Call Away!	Securities offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA/SIPC. An Advanced Equities Company.
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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.

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.

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.

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