Shawn Roberts

Schechter is a boutique, third generation wealth advisory and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. Our multi-disciplined team consists of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants. --- Schechter, Schechter Investment Advisors, and Schechter Private Capital serve clients throughout Michigan including Oakland County, Birmingham, Bloomfield Hills, Franklin and Grosse Pointe. We also work with clients in 39 states nationally. Securities for Schechter Wealth dba Schechter offered through Chalice Capital Partners, LLC (Chalice), member FINRA/SIPC. Schechter and Chalice are affiliated but do not share common ownership. Advisory Services for Schechter offered through Schechter Investment Advisors, LLC (SIA), a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA and SPC are affiliated and share common ownership. Certain principals of SIA and SPC are also registered representatives of, and sell security products for compensation through Chalice. Chalice is otherwise unaffiliated with SIA and SPC Schechter does not provide legal or tax advice, and is not a Certified Public Accounting firm. SIA is an SEC registered investment adviser; please consult the Firm’s Form ADV disclosure documents, available on the SEC’s Investment Adviser Public Disclosure website.