Helping you harness your financial potential

Many things inspire hard work. The financial well-being of your family and future. Your pride in building a successful business or career. The wisdom of being well-prepared for all that’s to come.

At Wasser Wealth Management, we work equally as hard to help you pursue the important goals in your life.

You can count on us for a myriad of financial services, including asset preservation and income planning for your retirement, and estate planning to build a legacy for your loved ones.

The Logic behind our logo

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Get to know Our Team

Wasser Wealth Management team

Pictured from left to right:
Amy M Wasser, CFP®, Melinda Fairweather, Laura Kurtzer

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Just as a horse can serve as your faithful companion for traversing the trail ahead, we provide sure-footed guidance for the approaching stages of your life.
Amy M. Wasser, CFP®, AAMS®; Founder, WWM; Wealth Advisor, RJFS

Information & insight

Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
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Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
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Family & Lifestyle
8 questions to ask your family during the holiday season.
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Family & Lifestyle
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The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wasser Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.

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