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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 Chief Executive Officer Marc R Schechter Managing Director | Schechter Investment Advisors Aaron Hodari , CFP®, CIMA® Senior Financial Advisor | Schechter Investment Advisors Bernie Kent , JD, CPA, PFS
Q A: What Was Behind Schechter’s Decision to Sell to Arax? Marc Schechter, who was CEO of the RIA and is now a managing director at Arax, recently spoke with WealthManagement com about the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in the wealth management space
Careers | www. schechterwealth. com “Schechter has an entrepreneurial environment with a focus on being forward thinking as opposed to reactive It’s a unique place to learn and grow your business between the high level of expertise in insurance and investments, the acumen and experience of colleagues, and the collaborative atmosphere ”
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
Insights | www. schechterwealth. com Schechter Investment Advisors has tripled its business in the last five years, in part by introducing its high-net-worth clients to alternative investments, according to the firm’s leaders
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
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
Marc R. Schechter | www. schechterwealth. com Marc Schechter serves as the Chief Executive Officer of Schechter, a comprehensive financial planning and wealth management firm Schechter was recognized as one of Forbes' Top RIA Firms in 2024 Marc shapes the firm’s strategic vision and guides the leadership team