Company Information

Get to know Schechter Wealth

Founded in 1939, Schechter Wealth is a third-generation financial advisory firm that has grown into a prominent national boutique firm. It specializes in providing sophisticated strategies for high-net-worth clients across life insurance, investment advisory, and advanced financial planning. The company's mission is to deliver unconventional and powerful wealth solutions, focusing on long-term financial security, asset protection, and tax-efficient wealth transfer. They act as a trusted partner to their clients, including business owners, attorneys, and families, helping them navigate complex financial landscapes.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Insurance

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Schechter Wealth

United States

Founded in

1939 (87 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.