Schechter Wealth Announces the Addition of Wealth Advisor, Megan Sandler.

Megan Sandler | July 7, 2016

BIRMINGHAM, Mich., July 5, 2016 – Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Megan Sandler will be joining the firm as a Wealth Advisor. Ms. Sandler advises high-net-worth individuals, families, and business owners on wealth preservation, wealth transfer, estate planning, and tax planning objectives.

“We are excited to have Megan introduce Schechter’s unique approach to wealth management and investment strategies to her clients, family offices, and institutional investors,” said Marc Schechter, Senior Managing Director.

Prior to joining Schechter, Ms. Sandler served as the Director of Marketing and Senior Vice President at Swiss Select Advisors, Emerging Market Equities Hedge Fund in New York, New York. There, Ms. Sandler helped investors increase assets under management by fundraising to high net worth individuals, family offices, and institutions across the United States.

Ms. Sandler attended Rice University in Houston, Texas where she received a dual Bachelor of Arts in Visual Arts and World History.

About Schechter Wealth

Schechter Wealth is a boutique, third generation wealth advisory firm.  For over 75 years, Schechter’s multi-disciplined team consisting of one or more JDs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA charter holders has been quietly advising wealthy families on financial matters including institutional quality

Written by:

Megan Sandler

Director, Business Development

Megan Sandler advises high-net-worth individuals, families, and businesses in achieving their financial goals. Megan’s areas of expertise include advanced planning strategies that address wealth transfer, charitable planning, private placement life insurance design, and estate and tax planning objectives. Prior to joining Schechter, Megan served as the Director of Marketing and Senior Vice President at Swiss…