Schechter Wealth Appoints New Wealth Advisor; Expands Firm to West Palm Beach Area
Birmingham, Mich., March 30, 2015—Schechter Wealth (https://www.schechterwealth.com) announces that Clune J. Walsh, III has joined the firm as a Senior Advisor, providing wealth management services to their growing client base in southeast Michigan, and in West Palm Beach, FL. Mr. Walsh comes with more than 30 years of related experience, having spent the past several years as Partner at Walsh Financial Group, where he was instrumental in growing that firms revenue and client base.
Mr. Walsh has focused much of his career advising high-net-worth individuals, family offices, business own-ers, and corporations, guiding them to find the right solutions to achieve their financial objectives. His spe-cialization includes wealth accumulation, tax and estate planning, wealth transfer strategies and charitable giving.
Mr. Walsh comments “I am thrilled to start a new challenge with an organization with such a great reputa-tion. The strength of their back office and client service teams are the benchmark in our industry. Their pro-fessionalism and investment approach makes Schechter a perfect fit for my clients.”
Jason Zimmerman, Senior Managing Director said “Schechter has collaborated with Clune on a number of successful solutions that have benefitted several clients. We are excited and fortunate to have someone with his experience and reputation join the firm. We view his appointment as a sign of our continuing com-mitment to providing the highest quality advisory and client services.”
Mr. Walsh will split his time between the firm’s Birmingham headquarters and serving his clients in the Palm Beach area. Schechter Wealth also serves clients in Los Angeles and New York.
About Schechter Wealth
Schechter Wealth is a boutique, third generation wealth advisory firm. For over 75 years, Schechter’s multi-disciplined team consisting of one or more JDs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA charter holders has been quietly advising wealthy families on financial matters including institutional quality investment adviso-ry services, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
For more information, contact Ashley Zytowski at email@example.com (248) 731-9552.