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.
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
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
CRAIN’S DETROIT BUSINESS: TWO OF DETROIT’S TOP INVESTMENT ADVISORS JOIN SCHECHTER
Bernie Kent JD, CPA, PFS and John Stein, CFA join Schechter to build investment advisory services.