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Schechter Wealth

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United States

Founded in

1939 (86 Years)

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Get to know Schechter Wealth

Schechter is a boutique, third-generation wealth advisory and financial services firm. For over 75 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising 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.

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  • Financial Banking
  • Financial Insurance
  • Financial Other Service

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