Schechter Wealth
Schechter Wealth is a boutique third-generation wealth advisory firm focusing on helping high-net worth individuals, families, and businesses. The firm advises wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. Their diversified expertise lets them use every wealth management tool for your benefit and the firm’s independence from financial institutions allows them the freedom to tailor a plan specific to your goals.
Associated People
Aaron Hodari
2013 - present
Bernie Kent
2014 - present
John Stein
2014 - present
Marc Schechter
2002 - present
ABOUT SCHECHTER WEALTH
Schechter Wealth is known for its comprehensive approach, which combines both investment advice and personalized financial strategies.
The firm focuses on delivering a tailored, high-touch client experience, with a particular emphasis on integrating the client's financial goals into their long-term wealth strategy.
Their team consists of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants.
EXPERTISE
Schechter Wealth provides tailored investment strategies based on a client’s specific financial goals, risk tolerance, and time horizon.
Schechter Wealth helps clients create a roadmap for their financial future, adjusting plans as their needs and circumstances evolve.
Tax Strategies.
They integrate tax planning into overall wealth management, optimizing strategies for clients to achieve more effective wealth accumulation and preservation.
Estate Planning.
Schechter Wealth assists clients in creating estate plans that ensure their wealth is passed on efficiently to the next generation.
Philanthropy and Charitable Giving.
The firm helps clients develop charitable giving strategies, including setting up charitable trusts and foundations.
Family Wealth & Legacy Planning.
Schechter Wealth focuses on helping families protect their wealth over multiple generations.