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

Learn more

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

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
Background Rotating Sphere Pattern

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use