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Investment Advisory & Advanced Life Insurance Design

Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. Watch the video

Should You Make A Charitable Contribution From Your IRA?

BERNIE KENT CONTRIBUTES TO FORBES.COM Should You Make A Charitable Contribution From Your IRA? Bernie Kent, JD, CPA, PFS, Chairman of Schechter Investment Advisors Good news for taxpayers over the age of 70 1/2. Congress has voted to make permanent[…]

In this time of extreme market fluctuation…

In this time of extreme market fluctuation we hope you will find some comfort in what Warren Buffett said at another time of extreme market volatility on October 17, 2008 in a New York Times Op Ed piece: Buy American.[…]

Gov. Rick Snyder reappoints Bernie Kent, JD, CPA, and Chairman

Gov. Rick Snyder reappoints Bernie Kent, JD, CPA, and Chairman of Schechter Investments to the Michigan State Police Retirement Board for another 3 year term.

Ira Goldberg joins Schechter Wealth as Wealth Advisor

Birmingham, MI – November 12, 2015 / Schechter Wealth (http://www.schechterwealth.com) announces that Ira Goldberg has joined the firm as a Wealth Advisor. Mr. Goldberg brings more than 20 years of Wall Street experience to the firm, with a focus on[…]

Ira Goldberg joins Schechter, Michael Lee is promoted – Crain’s Feature

Schechter Wealth was featured in last month’s issue of Crain’s “People on the Move” column.  We are pleased to announce Ira Goldberg joining the firm as Wealth Advisor, and the promotion of Michael Lee to COO. Mr. Goldberg comes to[…]