At Schechter, we live for providing sophisticated financial solutions to high-net-worth advisors and their clients. In fact, over half of our business comes from outside professionals across the country.
So, what can Schechter do for you?
Visit our website: https://www.schechterwealth.com/
Schechter is a boutique, third-generation wealth advisory and financial services firm. For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.