Business Directory Detail

Schechter Wealth Strategies

Schechter Wealth Strategies has designed Uncommon Solutions™ that have helped hundreds of individuals, families, businesses and organizations preserve, leverage and transfer millions of dollars worth of wealth. Our team of more than 30 multi-disciplined Professionals – which includes JDs, CPAs, LLMs, CLUs,MBAs and ChFCs – works with high net worth families, their professional advisors and their family offices in the design and execution of wealth transfer strategies, business succession and charitable planning initiatives.

We believe our significant experience designing, constructing, explaining and implementing our Uncommon Solutions™ has made us the quiet leader in the market. Schechter goes well beyond traditional life insurance offerings and is involved in the design and implementation of highly sophisticated estate planning techniques.

We also assist our clients and their advisors with the management, analysis and servicing of large trust-owned life insurance portfolios. We regularly review our clients’ portfolios from both a structural and economical perspective. Our technical analysts and legal professionals work with our clients to help ensure that the insurance they own is working in the most efficient manner. Through our efforts, our clients can take advantage of the certainty and leverage that life insurance adds to their overall portfolio.