Schechter Wealth Management
Smart, independent, boutique wealth management.
Knowledge Creates Opportunity®
Our team of experts include JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA charterholders, CFP practitioners, and CIMA consultants. We provide wealthy families with customized financial advice and solutions, and strive to deliver an extraordinary client experience.
Our Services
Investment portfolio management is core to what we do. However, wealthy families have needs that go beyond building an institutional quality investment portfolio. Our diversified expertise lets us use every wealth management tool for your benefit, and our independence from financial institutions allows us the freedom to tailor a plan specific to your goals.
PORTFOLIO DESIGN & MANAGEMENT
MULTI-FAMILY OFFICE SERVICE
PRIVATE INVESTMENTS
TAX STRATEGIES
WEALTH AND ESTATE PLANNING
INDIVIDUALIZED FINANCIAL PLANNING
PHILANTHROPIC PLANNING
INSURANCE DESIGN
Talk to an Advisor
We are here to educate you on ways to manage and maximize your family wealth.
