Putting our knowledge to use is smart business

As a third generation business, we understand the challenges that come with owning your own business. We also understand all the possibility. We work closely with our clients and their advisors to ensure long-term strategies are tailored to meet both their professional and personal life goals. From executive benefits to tax strategies and succession planning, our team helps create a strong foundation for your business to thrive into the future. We provide our clients with the same careful planning we’ve employed for over 75 years to ensure both our businesses will continue to be here to serve the future generations of clients.

  • Investment Advisory Services

    You have worked hard to build your wealth. Schechter Investment Advisors is here to help you carefully grow it. We use proven and consistent processes to deliver institutional quality investment management to high net worth individuals. Come see how our independent platform and objective advice can work for you.  Learn More

  • Advanced Life Insurance Design

    Schechter Wealth has over 75 years of experience designing, constructing, and implementing unique life insurance strategies. Our advisory style has made us the quiet leader in the market. The Schechter Team goes well beyond traditional life insurance offerings and is involved in the design and implementation of highly sophisticated techniques. Our technical analysts and legal professionals are constantly scouring the market and conducting in-depth research to find the best possible solutions and opportunities.

  • Life Insurance Portfolio Management

    Schechter Wealth assists our clients and their advisors with the management, analysis and servicing of large trust-owned life insurance portfolios. We regularly review our clients’ portfolios from both a structural and economic perspective. Like the stock and bond markets, the life insurance market is constantly changing providing new opportunity for our clients existing insurance. Through our efforts, our clients can take advantage of the certainty and leverage that life insurance adds to their overall portfolio.

  • Retirement Planning

    We are all living longer, and planning for a longer retirement is a critical step during our working years. With uncertainty over taxes and investments, retirement planning can be tricky. Schechter has the knowledge and tools to help you take the steps to create a stronger financial future.

  • Business Succession Planning

    Your business is more than a job. It’s a part of you as much as you are a part of it. Schechter is here to help you leave a lasting legacy and ensure your business blossoms in the future with your vision. From setting up a solid structure for a seamless transition, to contingencies management and techniques to mitigate estate taxes, our expertise can advise you on the many facets of business secession planning.

  • Executive Benefits

    Schechter Wealth can design executive benefit plans that address the retirement savings gap confronting most of today’s higher-earning executives, helping them achieve their individual goals. As a strategic benefits partner, we also take the long view when it comes to the financial health of our clients at every level of their business – 401k programs, group benefits programs to financial security planning for their business, their employees and for themselves.

Brad Feldman adds new letters to his title

Bradley K Feldman, JD, Vice President of Schechter Wealth in Birmingham, Michigan has satisfied the educational, ethical, and experience required to achieve his Chartered Life Underwriter (CLU).

THE MORE YOU MAKE, THE MORE NEW TAXES YOU HAVE TO PAY

Bernie Kent of Schechter Investment Advisors contributes to the explanation about higher tax rates for upper-income taxpayers, as well as a higher capital gains tax rate and a new investment surtax that was included in the Affordable Care Act.

BERNIE KENT & JOHN STEIN TO LEAD INVESTMENT ADVISORS GROUP

Nationally Renowned Investment Advisors Bernie Kent and John Stein Join Schechter Wealth To Lead Expansion Of Schechter Investment Advisors