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Investment Management
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Established in 1985, The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Management.

Collectively our team of professionals manages over $700 million in personal client assets.

Wealth management firm, specializing in providing asset management & trust services to high net worth individuals and related entities.

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 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.

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