Institutional-quality wealth management designed with the singular focus of what is best for you and your family. The design and implementation of sophisticated insurance structures crafted to meet your specific objectives.
For 80 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 on financial matters including institutional quality investment advisory services, private capital, and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
For 80 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 on financial matters including institutional quality investment advisory services, private capital, and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
Services
As Independent Registered Investment Advisors, we have a single dedication and focus: your goals.
For us, being independent means having the freedom to better serve our clients.
We provide complete transparency into investment fees and our process.
You are never left wondering what our motive is - we have a fiduciary duty to always act in your best interest.
We are by your side, ready to advise.
It's not what you make; it's what you keep.
We utilize active tax-loss harvesting and holding periods to make sure paper gains are not eroded by avoidable taxation.
For us, being independent means having the freedom to better serve our clients.
We provide complete transparency into investment fees and our process.
You are never left wondering what our motive is - we have a fiduciary duty to always act in your best interest.
We are by your side, ready to advise.
It's not what you make; it's what you keep.
We utilize active tax-loss harvesting and holding periods to make sure paper gains are not eroded by avoidable taxation.
Asset Location is how investors distribute investments across a variety of savings vehicles, including taxable accounts, tax-exempt accounts, tax-deferred accounts, trust accounts, variable life insurance policies, and foundations.
Separate from asset allocations, which determines what assets to own and in what proportion, asset locations determine where those assets are held.
Its objective is to maximize the benefits of different account types and, in most cases, minimize taxes.
Income tax planning is the utilization of tax knowledge and tools before year-end to estimate your income taxes, qualify for the right credits, deduct the most expenses, reduce taxable income, and pay fewer taxes.
Separate from asset allocations, which determines what assets to own and in what proportion, asset locations determine where those assets are held.
Its objective is to maximize the benefits of different account types and, in most cases, minimize taxes.
Income tax planning is the utilization of tax knowledge and tools before year-end to estimate your income taxes, qualify for the right credits, deduct the most expenses, reduce taxable income, and pay fewer taxes.
The protection and transfer of your wealth can be complex and requires careful planning.
Schechter Wealth has over 75 years of experience working with multigenerational families on transferring wealth to future generations.
We employ tax-efficient gifting programs, trusts, annuity arbitrage, charitable giving, and countless other unique strategies to help meet your planning goals, such as avoiding probate and reducing estate taxes.
Knowing what and when to give is an essential part of estate planning.
Schechter Wealth has over 75 years of experience working with multigenerational families on transferring wealth to future generations.
We employ tax-efficient gifting programs, trusts, annuity arbitrage, charitable giving, and countless other unique strategies to help meet your planning goals, such as avoiding probate and reducing estate taxes.
Knowing what and when to give is an essential part of estate planning.
As a third-generation firm with over 80 years in practice, we have a firsthand understanding of the complex needs and custom objectives that come with multi-generational wealth.
Leverage our boutique family office services to help enrich your lifestyle and strengthen your family's legacy with peace of mind.
Tax-advantaged planning and solutions built to minimize your exposure.
We cover tax return review, tax preparation and payments, pre and post-sale tax strategies, and IRS correspondence.
In-house legal counsel to help protect your family and assist in the coordination of asset protection, estate planning, pre-liquidity transactions, legacy & trust reformation planning.
Leverage our boutique family office services to help enrich your lifestyle and strengthen your family's legacy with peace of mind.
Tax-advantaged planning and solutions built to minimize your exposure.
We cover tax return review, tax preparation and payments, pre and post-sale tax strategies, and IRS correspondence.
In-house legal counsel to help protect your family and assist in the coordination of asset protection, estate planning, pre-liquidity transactions, legacy & trust reformation planning.
A 401(k) is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts.
It's among the most popular employer-sponsored retirement plans, as millions of workers depend on the money they save in this plan to provide for their retirement years.
A 403(b), also known as a tax-sheltered annuity, is a retirement plan for specific employees of public schools and tax-exempt organizations.
These plans can invest in either annuities or mutual funds and are comparable to those found in a 401(k) plan.
It's among the most popular employer-sponsored retirement plans, as millions of workers depend on the money they save in this plan to provide for their retirement years.
A 403(b), also known as a tax-sheltered annuity, is a retirement plan for specific employees of public schools and tax-exempt organizations.
These plans can invest in either annuities or mutual funds and are comparable to those found in a 401(k) plan.
Reviews
Be the first to review Schechter Wealth.
Write a Review
