“For years, we assumed the Schechter organization was a competitor of ours. We are in the same geographic region, however we service different markets. We’ve since found synergies between our respective firms: our expertise is in the deferred compensation arena and the estate planning world and Schechter Wealth Strategies has a much deeper understanding of the legal, tax and insurance opportunities that exist for very wealthy families.

The strategic relationship we have forged has worked well for both our companies and especially my clients.”

The Walsh Financial Group (WFG) is a benefits and compensation consulting firm headed by Clune J. Walsh, Jr. WFG has been actively involved in servicing key executive groups for nearly 50 years specializing in the design, securitization, funding and administration of non-qualified executive benefit programs and retiree medical funding. WFG provides financial strategies for improving earnings to regional banks, insurance companies and publicly held corporations.

We used to handle our clients’
insurance needs internally. Now we refer all our high net worth clients to Schechter Wealth Strategies.

Their technical expertise and creative thinking in the estate planning and wealth transfer arena are second to none. Their impeccable reputation, integrity and ability to understand our clients’ needs make them the right choice for Huntington Bank.”

Huntington National Bank is the principal subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN), a $58 billion regional bank holding company headquartered in Columbus, Ohio. Through its affiliated companies, Huntington has more than 137 years of serving the financial needs of its customers. Huntington provides innovative retail and commercial financial products and services through more than 300 regional banking offices in Indiana, Kentucky, Michigan, Ohio, West Virginia, Pennsylvania, and Florida.

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