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 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

Client Services

Investment and Advisory

Financial and Investment Team

Underwriting Team

About

Team members

Other teams at Schechter

Client Services

Investment and Advisory

Financial and Investment Team