Who We Are

Independent Investment and Insurance Advisors on your side

For over 75 years, Schechter Wealth has been serving the needs of high net worth individuals, their families, and their businesses. From generation to generation, our focus is always on developing lifelong relationships with our clients. Trust, care, integrity, and knowledge build the foundation of who we are: financial professionals with deep passion for advising our clients. // At Schechter Wealth we strive to continuously expand our individual and collective knowledge. Our multi-disciplined team of investment and insurance advisors consists of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders. We believe this provides a best-in-class experience for our clients.

Schechter principals

The Schechter Team

Our collaborative, energetic team makes for an exciting and rewarding work environment, while the depth and breadth of our talent offers the skills and experience to create effective solutions for our clients. Learn More


Robert V. Schechter once said, “Think of yourself last and think of your client first.” This creed was the inception to our core values, and it validates our philosophy. Learn More


We see the forest. Everyone else sees trees. Our heritage reveals how we see through the depth to truly create the right company. Learn More

big trees

In The Community

We believe in the philosophy, “Bloom where you are planted,” and we’re proud of the organizations we support who do truly magnificent work to make our communities better. Learn More


Bernie Kent JD, CPA, PFS and John Stein, CFA join Schechter to build investment advisory services.

How gratifying it is to be in a career where I can make a significant impact on the lives of my clients, their families and their businesses.

Robert V. Schechter