In The News

Schechter Wealth Earns Spot in Crain’s ‘Cool Places to Work 2017’

Schechter Wealth

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August 29, 2017

                        Crain’s Detroit Business released its 2017 list of “Cool Places to Work” in Michigan on Monday, August 28, and Schechter Wealth was among the 100 companies selected. This is Schechter’s first appearance on Crain’s annual installment, now in it’s fifth year, which recognizes the[…]

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[…]