- Schechter Wealth
Schechter Investment Advisors web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links
- Client login | www. schechterwealth. com
Schechter Investment Advisors web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links
- Team | www. schechterwealth. com
Bernie Kent , JD, CPA, PFS Senior Financial Advisor | Schechter Investment Advisors John Stein , MBA, CFA® A multi-disciplined team of experts, creating a concierge experience for you Our team includes JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA ® charterholders, CFP ® practitioners, and CIMA ® consultants
- Careers | www. schechterwealth. com
Join the Schechter team! Our firm's core values create an incredible working space that provides new challenges, a true team environment, and enriching careers
- Forbes | Best-In-State Wealth Advisors 2025 - schechterwealth. com
At Schechter Investment Advisors, we believe that the best financial advisors go beyond numbers—they strive to make a real difference in the lives of their clients They add meaning, clarity, and purpose to wealth by helping clients live better, more fulfilled lives
- Arax Advisory Partners Acquires $4 Billion RIA Schechter Investment . . .
Arax Investment Partners, a wealth management platform supported by RedBird Capital Partners, has acquired Schechter Investment Advisors (SIA) SIA is the RIA arm of Schechter, a boutique wealth advisory and financial services firm based in Birmingham, Michigan
- Approach | www. schechterwealth. com
For more than 80 years, the Schechter family has been working with families, each with their own unique circumstances and family dynamics We work with your legal and tax advisors to recommend strategies, investments and trust structures to minimize income and estate taxes
- Insights | www. schechterwealth. com
News and insights from Schechter Wealth, including our latest podcast: What's Your Basis?
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