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Schechter Investment Advisors
Schechter Wealth advises on estate tax, wealth transfer, and life insurance planning. The firm provides wealthy families with customized financial advice and...
Schechter Investment Advisors
Schechter Wealth advises on estate tax, wealth transfer, and life insurance planning. The firm provides wealthy families with customized financial advice and solutions through a multi-disciplined team of JDs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA Charterholders, and CFP Practitioners. Services include advanced life insurance planning, wealth and estate planning, private placement life insurance, philanthropic planning, and income and estate tax strategies.
General information
Firm type
Bank / Wealth / Trust
Year founded
1939
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, MI, United States
Principals
Marc Schechter
President
Sector focus
Frequently asked questions
Who runs investment decisions at Schechter?
Marc Schechter, President, leads the firm. The investment committee operates internally and approves each private placement before it goes to the distribution network. Specific committee members beyond Schechter are not publicly listed.
Which sectors does Schechter explicitly target?
Schechter's public product profile concentrates on private credit, commercial real estate, energy infrastructure, and equipment leasing. It does not market venture capital, growth equity, or public-markets strategies. Its offerings are income-oriented alternatives suited for community-bank balance sheets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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