A team that understands you

At Schechter Wealth, we understand the importance of your future and your legacy. That’s why we have developed our business to help you grow your wealth and protect what you have worked to build. Our strong tradition of serving multigenerational wealth gives us insight into the issues and shifting dynamics that wealthy families encounter. Having advised hundreds of multigenerational businesses and families, we are uniquely positioned to guide our clients through life’s delicate financial matters.

  • 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 opportunities for our clients’ existing insurance. Through our efforts, our clients can take advantage of the certainty and diversification that life insurance adds to their overall portfolio.

  • Wealth Transfer

    The protection and transfer of your wealth can be complex and requires careful planning. Schechter Wealth has 75 years of experience working with multigenerational families on transferring wealth to future generations. We employ tax efficient gifting programs, trusts, annuity arbitrage, charitable giving and countless other unique strategies to meet your planning goals, such as avoiding probate and reducing estate taxes.

  • Charitable Planning

    Knowing what and when to give is an essential part of estate planning. The Schechter Team has the knowledge and the insights to help clients and their advisors discover ways to have a greater impact and craft unique strategies on how to achieve personal giving goals.

  • 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 Wealth has the knowledge and tools to help you take the steps to create a stronger financial future.

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