PRESERVE, LEVERAGE & TRANSFER WEALTH



Schechter Wealth is one of the few elite firms nationally that has a multi-discipline team of professionals consisting of one or more JDs, CPAs, LLMs, CFAs, CLUs, PFSs, CAPs, MBAs and ChFCs focused solely on the needs of high net worth clients. It has the expertise under one roof to assist with the issues including: growing and preserving wealth, transferring wealth, reducing income and estate tax burden, business succession issues and charitable planning.

 

SCHECHTER SPECIALIZES IN:
  • Investment Advisory Services
  • Wealth Transfer
  • Wealth Accumulation
  • Retirement Planning
  • Business Succession Planning
  • Executive Benefits
  • Charitable Planning
Please contact us if you or your clients need advice from our professionals: 248.731.9500