Schechter Wealth Strategies


Company Overview

Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more CFAs, JDs, CPAs, LLMs, CLUs, PFSs, CAPs, and MBAs has been quietly advising wealthy families on financial matters including; institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.

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Monday - Thursday: 8:30 am - 5:00 pm EST
Friday: 8:30 am - 1:00 pm EST
1-866-321-1822
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