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Schechter Wealth routinely deals with high profile individuals and families. Due to the nature of our work, particularly in the underwriting process, we gather a significant amount of confidential medical and financial information about our clients.

We follow very strict internal procedures designed to protect each client’s private data. Schechter screens all prospective employees and each individual signs a confidentiality agreement as a condition for employment. We are dedicated to maintaining a safe, secure technological platform.


Schechter Wealth deals with senior executives at carriers when we underwrite life insurance portfolios. Every time we submit a client to an insurance carrier for review, we reiterate in writing that the information may be used solely to determine life insurance underwriting and cannot be shared with other parties.

HIPAA and the Privacy Act have changed and improved the way that personal information is handled, but Schechter is committed to providing a higher level of protection than is mandated by Federal regulations.