Schechter Financial Group is a smart, independent, boutique wealth management firm based in Birmingham, MI. With three generations of family ownership and over $3 billion dollars under management, they provide customized financial advice and solutions to wealthy families, offering a diverse range of expertise and an extraordinary client experience.
Their services include investment portfolio management, wealth and estate planning, multi-family office service, individualized financial planning, private investments, philanthropic planning, tax strategies, and insurance design. With a team of experts holding various certifications and qualifications, Schechter Financial Group is committed to tailoring plans specific to their clients' goals and maximizing family wealth.
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