The Scheuring Group
As the second generation of a family team, financial advisors Darcie and Tony are committed to building on the legacy established by their father, Jim Scheuring, more than five decades ago. For multi-generational families, that can help bring continuity across generations, assisting with the pursuit of family values and goals.
For younger family members and new clients we work together to define your vision for the next 5, 10, 15 years or more into the future. Are you raising a family, building a business or want to make your financial life simpler?
We're patient listeners and want to hear you describe how you spend your time, what you love to do and what you believe a relationship with an advisor should help you accomplish. The more you share with us, the better focused we can be in developing a wealth management plan that can move you in the direction of your goals and help free up your time to focus on what matters most to you.
Whether your wealth is the result of an inheritance, a once in a lifetime event, such as the sale of a business, or simply hard work and living within your means, you deserve to enjoy it while learning how to retain and pass it along to future generations.
We can help you figure out how to tap into your wealth efficiently to pursue your desired lifestyle and other priorities. Through one-on-one discussions we can talk through a range of "what-if" scenarios that concern you. This part of the planning process can be a calming influence during life transitions to come and can offer you an individualized blueprint to a fulfilling life.
Consider us to be your finanical concierge, someone you can come to for help whenever you or a family member have a financial need or concern. Whether your goals include offering assistance with the current needs of family memebers or helping them in the future, we are committed to working and supporting you with strategies to pursue the orderly transition of wealth according to your timeline.
CFP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
