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
Consultative and Practical Investment & Financial Planning
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 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. From developing institutional quality investment plans to advising clients on business sales, we have the expertise to assist across the full spectrum of financial situations our clients may face. // Whether working with our clients’ advisors or directly with family decision makers, our transparent architecture and consultative approach coupled with our multiple disciplines delivers the trusted guidance our clients deserve. Watch the video
Investment Advisory Services
Our process starts with a simple question. What’s important to you? Discovering your goals, your passion, your desires, and your fears is a critical first step to developing a personalized investment plan. That plan is put in action through our institutional quality investment platform built on independence, tax efficiency, and world class research & partners.Learn More
Advanced Life Insurance Solutions
Schechter Wealth has over 75 years of experience designing, implementing, and managing advanced life insurance strategies. Our consultative approach and technical expertise has made us a leader, both by reputation and by performance, in the national market.Learn More
Schechter Wealth provides individualized solutions based solely on each client’s circumstances, goals and objectives through:
wealth transfer // charitable planning // retirement planning // business succession planning // executive benefits
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.
ENHANCING YOUR BOOMER CLIENT’S RETIREMENT PLAN
Chris Hale, Senior Vice President of Schechter Investment Advisors contributes to the discussion about financial tools that offer safe growth.