In The News

Schechter Wealth’s Jason Zimmerman Talks Premier Disability Coverage for Physicians in ‘Investment News’

Schechter Wealth

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August 11, 2017

Schechter Wealth Senior Managing Director & Principal, Jason Zimmerman, MBA, CLU, CAP, discusses the importance of long-term disability coverage for physicians in an article published July 27, 2017 for Investment News.  Considering many physicians have a lifestyle dependent upon a certain level of income and may have ownership in a practice, even a relatively minor accident[…]

Schechter Investment Advisors Ranks Among Largest & Fastest Growing RIAs in U.S.

Schechter Wealth

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July 19, 2017

A July 2017 ranking from Financial Advisor has placed Schechter Investment Advisors in the top 2.1% of Registered Investment Advisors (RIAs) in the U.S. The ranking, which focuses primarily on 2016 year-end assets, lists Schechter as 254th out of approximately 12,000 potential RIAs nationally and seventh in Michigan. Bernie Kent, JD, CPA, PFS, Chairman of Schechter Investment[…]

Schechter Wealth Managing Director, Aaron Hodari, Examines PPLI In a Recent Article For Trust & Estates.

Schechter Wealth

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November 1, 2016

Schechter Wealth Managing Director, Aaron Hodari, CFP®, CIMA®, explores private placement life insurance in a recent article for Trust & Estates. PPLI offers access to Hedge Funds, MLP’s, and Mutual Fund investments in a tax-efficient structure. Private Placement can also eliminate tax-related filings. For many clients, Private Placement is the perfect vehicle to access traditionally tax-inefficient[…]

Schechter Wealth has appointed Ilana Liss and Aaron Hodari Managing Directors

Schechter Wealth

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Schechter Wealth, a Birmingham, Michigan-based, 3rd generation wealth advisory firm, has promoted Aaron Hodari, CFP®, CIMA® and Ilana Liss to Managing Directors. Mr. Hodari is an investment advisor who works with the firm’s high net worth clients. He leads Schechter’s efforts in the alternative investment and hedge fund space. Mr. Hodari is a frequent speaker nationally[…]

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

Schechter Wealth

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June 16, 2016

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 be recognized as one of the top registered investment advisors in the country, said Bernie[…]