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Start, Grow and Achieve at Scherer Capital Management

Who We Are

We are a small, private firm built on a foundation of our core values focusing on family centered, life-long client relationships. 

What We Do

We provide comprehensive financial planning and investment management solutions. We center our advice around an unbiased, simplified and efficient process to provide comfort and confidence for our clients.

Why We Do It

We plan for all phases of life, whether you’re a young professional ready to find financial footing or you’re a year from retirement. We serve our clients at every turn in their financial journey with the ultimate goal of leading them to financial success.

Wealth Management

Are you positioned to achieve the growth necessary to hedge against the impact of inflation and taxes while simultaneously reducing risk to protect your savings?

Complex planning needs require finding the right advisor with extensive experience and expertise to help you build and maintain long-term wealth. With 20 years of experience, we can help you address your current and future needs. It’s important to us to learn about a person’s values, goals, dreams, and ambitions before we suggest any approach. We can help identify potential roadblocks and uncover hidden opportunities. 

As an independent firm, we choose our trusted strategic network because we believe they benefit our clients with a time-tested, repeatable investment philosophy that aligns with our investment beliefs.

To continue to serve our clients best and ensure the long-term success of our firm, Scherer Capital Mgt, Inc. has a minimum of $500,000 of assets under management for each household relationship.


59 ½: Why is this Age So Important? 

Turning 59 ½ is an important age in your financial life. Grab this free guide to learn about why this age is so crucial.

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