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Forbes | Best-In-State Wealth Advisors 2025

Congratulations to Bernie Kent and Aaron Hodari on Being Named Forbes Best-In-State Wealth Advisors! We are proud to share that Bernie Kent, JD, CPA, PFS and Aaron Hodari, CFP®, CIMA® have been recognized on the Forbes 2025 Best-In-State Wealth Advisors list—an honor that highlights the meaningful

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Video: How to Pay Less in Taxes (For UHNW)

In a recent episode of How I Invest, Aaron Hodari, Managing Director at Schechter, shared his expertise on alternative investments, wealth management strategies, and the importance of financial stewardship for high-net-worth families. Schechter has built a reputation for its innovative approach to

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Marc Schechter Interviewed on Schwab Network

Allocation Over Dollar Cost Averaging: Looking at the Long Term Marc Schechter focuses on long-term allocation, saying he’s “not confident” in his own thinking on the short-term. Rather than buying into the market while it’s down and dollar cost averaging, he instead prefers to look at the

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Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS