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Schechter Wealth

Overview:

Investment Advisory & Advanced Life Insurance Design

Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders 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.
Who We Are
Independent Investment and Insurance Advisors on your side

For over 75 years, Schechter Wealth has been serving the needs of high net worth individuals, their families, and their businesses. From generation to generation, our focus is always on developing lifelong relationships with our clients. Trust, care, integrity, and knowledge build the foundation of who we are: financial professionals with deep passion for advising our clients. // At Schechter Wealth we strive to continuously expand our individual and collective knowledge. Our multi-disciplined team of investment and insurance advisors consists of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders. We believe this provides a best-in-class experience for our clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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