PROFILES Wealth Managers of Florida
PROFILES Wealth Managers of Florida
Scheirer ScheirerWealth Wealth Management Management Scheirer Wealth Management specializes in providing comprehensive multi-generational Scheirer Wealth specializes inin providing comprehensive multi-generational wealth management solutions to a select group of families, business owners, and Scheirer WealthManagement Management specializes providing comprehensive multi-generational wealth management solutions to a select group of families and business owners. professional athletes. wealth management solutions to a select group of families and businesses owners.
Key Competencies Include Key Competencies Include • Institutional Asset Management • Institutional Asset Management • In• In house pension design house pension design • Alternative Investments • Alternative Investments • Retirement income maximization plans • Retirement income maximization plans • Risk management solutions includinginsurance insurance • Risk management solutions including • Estate planning • Estate planning • Specialized planning businessowners owners • Specialized taxtax planning forfor business
Our focus is to leverage the vast resources resources of our our firm and and industry experts experts andwork workinina Our Ourfocus focus is to leverage the vast resourses of of our firm firm and industry industry experts and and work in a acollaborative collaborative fashion with our clients so they thatcan they can informed make informed decisions and fashion with our clients so that make decisions and implement collaborative fashion with our clients so that they can make informed decisions and implement implement sophisticated strategies that allow them the opportunity to achieve their sophisticated sophisticatedstrategies strategiesthat thatallow allowthem themthe theopportunity opportunityto toachieve achieve their their objectives. objectives. objectives. Scheirer wealth management is an independent financial services firm. Our advisors are Scheirerwealth wealthmanagement managementisisananindependent independentfinancial financialservices servicesfirm. firm.Our Ouradvisors advisors are Scheirer registered representatives offering securities and advisory services through First Allied areregistered registeredrepresentatives representativesoffering offeringsecurities securitiesand andadvisory advisoryservices servicesthrough throughFirst First Allied Securities, Inc. allows usustotorecommend solutions that tailored for our Securities, Inc.This This affiliation allowsallows recommend solutions that are arethat tailored for our Allied Securities, Inc.affiliation This affiliation us to recommend solutions are tailored clients’ individual needs and free from bias based on a corporate agenda. individual needs and freeand from based a corporate agenda. agenda. Mr. forclients’ our clients’ individual needs freebias from biasonbased on a corporate Scheirer has achieved his Certified Wealth Strategist designation which less less than 1% 1% of Mr. Scheirer has achieved his Certified Wealth Strategist designation which 1% Mr. Scheirer has achieved his Certified Wealth Strategist designation which less than than all financial professionals have attained. ofofall financial professionals have attained. all financial professionals have attained. In this period of uncertainty be sure to check www.FINRA.org before working with InInthis thisperiod periodofofuncertainty uncertaintybe besure sure toto check check www.FINRA.org www.FINRA.org before before working with a a financial professional. Here you can ensure that the advisor you work with does not financial professional. Here you can ensure that the advisor you work does not have a financial professional. Heredisputes, you can disciplinary ensure that the advisororyou work with with have a history of customer actions, regulatory events. history historyofofcustomer customerdisputes, disputes,disciplinary disciplinaryactions actionsor orregulatory regulatory events. events. Andrew AndrewR.R.Scheirer ScheirerII,II, CWS®, CWS®,President President 121 121South SouthOrange OrangeAve, Ave,Ste. Ste.1500 1500••Orlando, Orlando,FL FL32801 32801 Office: Office:407.377.6624 407.377.6624• •Cell: Cell:813.505.0029 813.505.0029••Fax: Fax:407-674-8429 407-674-8429 http://www.ScheirerWealthManagement.com http://www.ScheirerWealthManagement.com
Securitiesand andadvisory advisoryservices servicesoffered offeredthrough through First First Allied Allied Securities, Securities, Inc. A registered Securities brokerdealer dealerMember MemberFINRA/SIPC FINRA/SIPC broker
The Altieri Group at Morgan Stanley Smith Barney
As Seen the December 2011 Edition As Seen in thein Winter 2012 Edition12, of Rebound Magazine The Altieri Group at Morgan Stanley Smith Barney celebrates over 20 years of providing financial service to investors around the world. Newsweek Magazine Our Mission
Our business is built on a single mission: to focus on helping to manage our clients’ wealth and providing advice that they can trust. That way, they can spend their time doing what they truly enjoy. As experienced financial professionals, our goal is to help build portfolios that reflect