Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.
View Top Employees from Schechter| Website | http://www.schechterwealth.com |
| Revenue | $6.1 million |
| Employees | 72 (72 on RocketReach) |
| Founded | 1939 |
| Address | 111 E. Merrill Street Suite 400, Birmingham, Michigan 48009, US |
| Phone | (248) 731-9500 |
| Fax | (248) 940-3470 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Finance General, Investment Advisory Services, Finance, Advanced Life Insurance Design, Life Insurance Portfolio Design, Wealth Transfer, Charitable Planning, Retirement Planning, Business Succession Planning, Executive Benefits |
| Web Rank | 4 Million |
| Keywords | Schechter Wealth, Schechter Wealth Zimmerman, Cindy Gresham, Wealth Planning Associate Brighton Mi "Careers", Schechter Wealth Strategies Proven Process |
| Competitors | Condor Capital Wealth Management, Lido Advisors, LLC, Round Table Wealth Management, Wealth Advisory Group LLC, myCIO Wealth Partners |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 5231 Companies, NAICS Code 523 Companies |
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Schechter Questions
The Schechter annual revenue was $6.1 million in 2024.
Nancy Hoag is the Vice President, Marketing Director of Schechter.
72 people are employed at Schechter.
Schechter is based in Birmingham, Michigan.
The NAICS codes for Schechter are [52, 5239, 52393, 5231, 523].
The SIC codes for Schechter are [62, 628].
Top Schechter Employees
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