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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

Investment Advisory
Advanced Life Insurance Design
Private Placement Life Insurance

Schechter Wealth Advisor, Aaron Hodari, Comments on Private Placement Life Insurance and Variable Annuities Conference in Boston.

Birmingham, Michigan: Wealth Advisor Aaron Hodari, CIMA ®, CFP®, delivered a presentation on Private Placement implementation and tax efficient investments at the industry’s largest event last week in Boston, Massachusetts. The conference hosted more than 300 industry professionals and over[…]

Wealth Advisors Present at Private Placement Life Insurance Event in Boston

Birmingham, Michigan: Schechter Wealth Advisors Aaron Hodari, CIMA and CFP Certificant, and Scott Diamond have been selected to present on the fundamentals of PPLI at the Private Placement Life Insurance and Variable Annuities Forum at The Colonnade Hotel in Boston,[…]

Should You Make A Charitable Contribution From Your IRA?

BERNIE KENT CONTRIBUTES TO FORBES.COM Should You Make A Charitable Contribution From Your IRA? Bernie Kent, JD, CPA, PFS, Chairman of Schechter Investment Advisors Good news for taxpayers over the age of 70 1/2. Congress has voted to make permanent[…]

In this time of extreme market fluctuation…

In this time of extreme market fluctuation we hope you will find some comfort in what Warren Buffett said at another time of extreme market volatility on October 17, 2008 in a New York Times Op Ed piece: Buy American.[…]

Gov. Rick Snyder reappoints Bernie Kent, JD, CPA, and Chairman

Gov. Rick Snyder reappoints Bernie Kent, JD, CPA, and Chairman of Schechter Investments to the Michigan State Police Retirement Board for another 3 year term.