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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.

For more than 130 years, Oppenheimer & Co. Inc. has provided our clients with the financial expertise and insight to help achieve their goals. Oppenheimer’s proud tradition of providing innovative, customized solutions to our clients sets us apart from our competitors. We believe in independent thinking that leads to innovative strategies tailored to the needs of our clients. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, and institutions.

Schechter is a boutique, third-generation wealth advisory & financial services firm. For 80 over years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families and strategic partners on financial matters including institutional quality investment advisory services, private capital, alternative investments, advanced life insurance planning, income & estate taxes, business succession, and charitable planning.


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