Institutional investment services for your family’s wealth
A 75 year history of uncompromised integrity and trust
A diverse team of knowledgeable experts uncovering world class solutions
Investment Advisory & Advanced Life Insurance Design
Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. Watch the video
Crain’s Detroit: What wealth management experts like, dislike.
“Interest rates for long-term bonds are much more likely to go up than down. It’s been a 30-year bull market for bonds, and it’s coming to an end,” Bernie Kent, Chairman and senior adviser, Schechter Investment Advisors LLC responds to Tom Henderson of Crain’s.
THE MORE YOU MAKE, THE MORE NEW TAXES YOU HAVE TO PAY
Bernie Kent of Schechter Investment Advisors contributes to the explanation about higher tax rates for upper-income taxpayers, as well as a higher capital gains tax rate and a new investment surtax that was included in the Affordable Care Act.
SCHECHTER INVESTMENT ADVISORS
Learn more about Schechter Wealth’s sophisticated wealth planning and institutional quality investment platform.
Crain’s Detroit Business: Two of Detroit’s Top Investment Advisors join Schechter
Bernie Kent JD, CPA, PFS and John Stein, CFA join Schechter to build investment advisory services.
THE PATH LESS TAKEN: BUSINESS SUCCESSION PLANNING
Featured in DBusiness, Bradley K. Feldman, JD, CLU, Senior Advisor writes on how it is never too early to start succession planning.