Legal

Schechter Wealth and Schechter Investment Advisors serve clients throughout Michigan including Oakland County, Birmingham, Bloomfield Hills, Franklin and Grosse Pointe. We also work with clients in New York, Los Angeles, Palm Beach Gardens and Minneapolis to name a few.

Investment Advisory Services may be offered through Schechter Investment Advisors, LLC (SIA). Schechter Wealth does not provide legal or tax advice, and is not a Certified Public Accounting firm. SIA is an SEC registered investment adviser; please consult the Firm’s Form ADV disclosure documents, available on the SEC’s Investment Adviser Public Disclosure website.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Schechter Wealth makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Schechter Wealth liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.

Securities for Schechter Wealth dba Schechter offered through Chalice Capital Partners, LLC (Chalice), member FINRA / SIPC. Schechter and Chalice are affiliated but do not share common ownership.

Advisory Services for Schechter offered through Schechter Investment Advisors, LLC (SIA), a registered investment advisor. Schechter and SIA are affiliated and share common ownership. Certain principals of SIA are also registered representatives of, and sell security products for compensation through Chalice. SIA and Chalice are otherwise unaffiliated.