Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving.
As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.
Company Details
- Employees
- 65
- Founded
- -
- Address
- 111 E. Merrill Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.schechterwealth.com
- Keywords
- Investment Advisory Services, Advanced Life Insurance Design, Life Insurance Portfolio Design, Wealth Transfer, Charitable Planning, Retirement Planning, Business Succession Planning, Executive Benefits, Private Placement Life Insurance, Premium Finance, Private Capital, Estate Planning.
- HQ
- Birmingham, Michigan
Schechter Questions
Schechter's website is http://www.schechterwealth.com
Schechter's LinkedIn profile is https://www.linkedin.com/company/schechter-wealth
Schechter has
65 employees.
View email and phone details for 65
employees at Schechter.
Schechter's industry is
Financial Services
Schechter's categories are Financial Services
Schechter's founding year is 1939
