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.

Founded in

United States