Scheirer Wealth Management
About
It is my passion to educate clients on their best options to help them achieve their financial goals. We work collaboratively with clients to help provide the clarity to navigate the complex waters of wealth management. We are your partner every step of the way.
As a Certified Wealth Strategist, we assist clients with a vast array of needs, but we specialize in protection and retirement income planning. Our clients appreciate a durable income plan in retirement without the worries of the market.
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Frequently asked questions
What is your typical process for working with a new customer?
We begin with an complementary, exploratory meeting to define your needs and goals and to ensure we are a good fit to work together. If we both agree to move forward, the next step includes a deep dive into your situation in order to create a custom plan tailored to you and your family's needs.
What education and/or training do you have that relates to your work?
I have achieved the Certified Wealth Strategist designation, which less than one percent of advisors have attained. With this designation and over 22 years of experience, working with families and businesses, we differentiate ourselves from others in the industry.
Do you have a standard pricing system for your services? If so, please share the details here.
Complementary consultation. Pricing varies depending on client needs. We are very transparent and provide pricing after we have sat down with you to determine your needs.
How did you get started in this business?
My mother was a stock broker/advisor back in the 1980's. I was always intrigued by her profession and seeing her joy of helping people. I decided I wanted the same fulfillment and back in 2000 joined a major bank as a financial advisor.
What types of customers have you worked with?
High net worth families and businesses, retirees, professional athletes, doctors, lottery winners, and widows/widowers.