Schechter Wealth
Established in 1939, Schechter Wealth is a boutique wealth advisory and financial services firm based in Birmingham, Michigan. For over 80 years, the firm has advised wealthy families on financial matters, including institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. Schechter’s multi-disciplined team consists of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants.
Associated People
Aaron Hodari
2013 - present
Bernie Kent
2014 - present
John Stein
2014 - present
Marc Schechter
2002 - present
Schechter, Schechter Investment Advisors, and Schechter Private Capital serve clients throughout Michigan including Oakland County, Birmingham, Bloomfield Hills, Franklin and Grosse Pointe.
Schechter Wealth also works with clients in 39 states nationally.
Advisory Services for Schechter offered through Schechter Investment Advisors, LLC (SIA), a registered Investment Advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser.