Financial strategies that adapt to your evolving life
The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
William (Billy) Scher
Retirement Planning Specialist
Welcome to my website.
Joining Equitable in 1986 has given me experience and knowledge of the Financial Services Industry. My experience in providing this service to my clients naturally have led me in Wealth Management. Since becoming an investment advisor, my focus has been in the Retirement Planning market. I feel I can best serve my clients by assisting them with developing a strategy to accumulate, preserve and distribute their wealth. Part of this strategy gives me the opportunity to offer my individual clients, as well as business owners, the tools to manage their financial wellbeing. Having a financial plan in place helps an investor stay on track and avoid the everyday negative news reports and publications that are so commonly taken as fact.
I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning. This is an esteemed title and fellowship to have such a designation.
I enjoy meeting with clients and starting new relationships. My love of people is my reason for being a Retirement Planning Specialist. The highest form of gratitude is the referral that my clients give to their friends, families and colleagues.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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Why work with a financial professional
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.
Choosing the right financial professional for your wealth management needs
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
The right financial strategy can make all the difference
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.