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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

Investment Advisory
Advanced Life Insurance Design
Private Placement Life Insurance

Schechter Wealth Announces the Addition of Wealth Advisor, Megan Sandler.

BIRMINGHAM, Mich., July 5, 2016 – Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Megan Sandler will be joining the firm as a Wealth Advisor. Ms. Sandler advises high-net-worth individuals, families, and business owners on wealth[…]

Schechter Wealth Strengthens East Coast Presence with the Addition of Boston Wealth Advisor Stefan Thielen, MSF.

BIRMINGHAM, Mich., July 5, 2016 – Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Stefan Thielen, MSF will be joining the firm as a Wealth Advisor. Mr. Thielen specializes in wealth preservation, wealth transfer, estate planning,[…]

Bernie Kent, J.D, CPA, PFS, Chairman of Schechter Investment Advisors, featured on Oakland University’s newly established ‘Prominent Alumni’ list

Bernie Kent, J.D, CPA, PFS is among the distinguished individuals featured on a new list of Oakland University’s most recognizable alumni. Out of 100,000 Oakland University alumni, 42 individuals were deemed “Prominent Alumni” for having reached the pinnacle of their[…]

Schechter Wealth Advisor, Aaron Hodari, CIMA ®, CFP®, Comments on BREXIT in the Oakland Press

Wealth Advisor, Aaron Hodari, CIMA ®, CFP®, was quoted among other experts on the impact we may see locally as a result of last week’s announcement of the UK’s departure from the European Union. While we may experience an uncomfortable, yet[…]

Schechter Investment Advisors named to the 2016 Financial Times 300 Top Registered Investment Advisors List

Schechter Investment Advisors is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S. “We are proud to[…]