Schechter Wealth Strengthens East Coast Presence with the Addition of Boston Wealth Advisor Stefan Thielen, MSF.

Stefan Thielen, MSF | July 7, 2016

BIRMINGHAM, Mich., July 5, 2016 – Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Stefan Thielen, MSF will be joining the firm as a Wealth Advisor. Mr. Thielen specializes in wealth preservation, wealth transfer, estate planning, and charitable planning solutions to meet the needs of high-net-worth individuals, families, and business owners.

“We look forward to Stefan bringing his deep experience working with financial professionals and his knowledge of a wide variety of complex wealth planning solutions to Schechter,” said Jason Zimmerman, Senior Managing Director.

Mr. Thielen’s finance career spans over 20 years, with expertise in tax overlay, charitable gift trusts, private placements, and constructing fully customized, tax-efficient investment solutions for wealthy families and business owners.  Prior to joining Schechter, Mr. Thielen served as VP and Relationship Manager at Eaton Vance Managed Investments in Boston, where he specialized in partnering with the nation’s largest bank and independent advisor firms.

Mr. Thielen will focus on introducing and educating financial advisors on Schechter’s unique wealth generation and tax strategies and opportunities that Schechter brings to the table to help clients.

Mr. Thielen holds a Master’s of Science in Finance from Northeastern University and BS in Marketing from Bryant University. He holds Series 7 and 65 licenses and is a level I candidate in the CAIA program, Chartered Alternative Investment Analyst.

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 investment advisory services, advanced life insurance planning, income and estate taxes, business succession and charitable planning.

Written by:

Stefan Thielen, MSF

Director, Business Development

Stefan Thielen specializes in wealth preservation, wealth transfer, estate planning, and charitable planning solutions to meet the needs of high-net-worth individuals, families, and business owners.  Stefan works in partnership with Registered Investment Advisors, Financial Planners, Attorneys, and CPA’s to effectively structure these advanced design solutions.