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.

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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.


Insurance

Investment Management

Schechter

Schechter's headquarters in Birmingham, MI, United States

The Client Services team at Schechter ensures a seamless and high-quality experience for our clients by managing client interactions, addressing inquiries, and providing support for our comprehensive wealth advisory and financial service offerings. The team’s responsibilities include coordinating with various departments to implement client strategies, maintaining clear communication with clients, and ensuring the timely and accurate delivery of required documents and services.

Client Services

The Investment and Advisory Team at Schechter is responsible for providing high-quality investment advisory services, implementing and managing private capital and alternative investments, and delivering advanced wealth management strategies. This multi-disciplined team analyzes financial data, utilizes investment technologies, and coordinates operations to help clients achieve their financial goals through tailored, sophisticated investment plans. Additionally, they offer strategic partnerships and personalized advice to high-net-worth families across the United States.

Investment and Advisory

The Financial and Investment Team at Schechter is responsible for providing high-caliber financial advisory and investment services to wealthy families. This team devises tailored investment strategies, manages private capital and alternative investments, coordinates advanced life insurance planning, and oversees estate and business succession planning. Additionally, they collaborate closely with clients to optimize income and estate taxes, leveraging the specialized expertise of their multi-disciplined professionals.

Financial and Investment Team

The Leadership Team at Schechter is responsible for setting the strategic direction and overseeing the execution of the firm’s comprehensive wealth advisory and financial services. This team ensures alignment across departments, spearheads innovation and growth initiatives, and nurtures key client and institutional relationships to uphold Schechter's reputation for exceptional and tailored financial guidance.

Leadership Team

The Administrative Support Team at Schechter plays a crucial role in ensuring the smooth operation of the firm by providing comprehensive administrative assistance. This team is responsible for managing executive schedules, coordinating meetings, handling client communications, and supporting the firm's premium finance operations. Additionally, the receptionist manages front desk operations, ensuring a welcoming and efficient reception of clients and visitors. Together, these functions enable Schechter's wealth advisors and financial consultants to focus on delivering top-tier advisory services to their clients.

Administrative Support Team

The Underwriting Team at Schechter specializes in evaluating and assessing the risk levels associated with advanced life insurance planning and other financial advisories. They work meticulously to gather and analyze client data, collaborating with internal financial advisors to formulate strategies that align with clients' wealth management goals. This team ensures that all underwriting processes meet regulatory standards and optimize financial outcomes for Schechter's affluent clientele.

Underwriting Team

The Analyst & Design Team at Schechter is responsible for devising and evaluating comprehensive financial strategies and product solutions tailored to meet clients' needs. They conduct in-depth analyses for advanced insurance planning, investment advisory, and private capital opportunities. The team also supports marketing efforts through multimedia design and ensures the effective presentation and communication of financial solutions.

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Investment and Advisory

Financial and Investment Team

Leadership Team