What We Do

We See The Bigger Picture of Wealth Management

Schechter Wealth quietly advises individuals, families, and businesses on their finances. We are big picture thinkers putting our knowledge and diverse skills to work to help our clients identify and accomplish all of their financial goals and wealth management needs. From developing institutional-quality investment plans to advising clients on business sales, we have the expertise to assist across the full spectrum of financial situations our clients may face.  Whether we are working with our clients, advisors, or directly with the family decision makers, our open architecture, unbiased, and consultative approach across our multiple disciplines delivers the trusted guidance our clients deserve.

ANALYZING THE VALUE OF LIFE INSURANCE AS AN INVESTMENT

Jordan Smith, JD, LLM and Vice President of Advance Design at Schechter Wealth addresses the investment nature of cash value life insurance, as well as life insurance purchased for death benefit (both permanent & term).

SPIAs and UNIVERSAL LIFE: PERFECT COMBO FOR CHARITABLE CLIENTS

A discussion of how annuity arbitrage can provide flexible alternatives for helping their favorite charity.