Schechter Wealth

Investment Advisory & Advanced Life Insurance Design Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders 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. 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.

Address: 251 Pierce, 
Birmingham, MI 48009, USA

Phone: +1 248 731 9500
FAX: +1 248 731 9540