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

Marc R. Schechter

Andrew Dean

Aaron Hodari

Victoria Wilson

Karen Pad

Eastla Smith

Ilana K. Liss

Gregg A. Michael

Michael Weinberger

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

Client Services

Investment and Advisory

Financial and Investment Team

About

Team members

Other teams at Schechter

Client Services

Investment and Advisory