Our Philosophy

Our past chairman, Robert Schechter, lived by what is now the basis of our firm’s philosophy:

  • BUILD ONE OF THE MOST KNOWLEDGABLE TEAMS ANYWHERE

    The best minds, representing a diverse set of professional backgrounds and experiences, will come up with the best solutions.

  • EACH CLIENT IS UNIQUE

    Every individual has different financial needs; different values, beliefs, relationships and goals. So we begin each relationship with a conversation. We sit down with them to understand and then develop specific plans and strategies to meet their personal objectives. There are no “one size fits all” solutions at Schechter Wealth. And it’s a testament to this approach that so many Schechter clients remain Schechter clients for life.

  • THE VALUE OF INDEPENDENCE

    We have a single dedication and focus: your goals.  For us, being independent means having the freedom to choose the investment platforms, managers, and products that further that aim. We have no propriety products or funds that could cause conflicts of interest.  We provide complete transparency into investments, fees, and our process. You never are left wondering what our motive is — we have a fiduciary duty to always act in your best interest. We are by your side, ready to advise.

  • CLIENTS’ NEEDS FIRST

    Above all else, our clients’ needs comes first.  In the long run, we will be a much more successful firm if we are always acting in our clients’ best interest and not our own.

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

Ten things every advisor should know

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).

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).