visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Schechter Wealth

    Get Full Access

    Description

    • 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, CFA® charterholders, CFP® practitioners, and CIMA® consultants have 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.---Schechter Wealth and Schechter Investment Advisors serve clients throughout Michigan including Oakland County, Birmingham, Bloomfield Hills, Franklin and Grosse Pointe. We also work with clients in New York, Los Angeles, Palm Beach Gardens and Minneapolis to name a few.Securities offered through Niagara International Capital Limited (Member FINRA/SIPC). Schechter Wealth and Niagara International Capital Limited are not affiliated. Check the background of Niagara International Capital Limited and its registered representatives at FINRAs BrokerCheck. Securities are only offered and broker-dealer transactions only occur at the registered Niagara branch location of Birmingham, MIInvestment Advisory Services may be offered through Schechter Investment Advisors, LLC (SIA). Schechter Wealth does not provide legal or tax advice, and is not a Certified Public Accounting firm. SIA is an SEC registered investment adviser; please consult the Firms Form ADV disclosure documents, available on the SECs Investment Adviser Public Disclosure website.
    • location

      Headquarters:251 Pierce , Birmingham, Michigan, United States

      More
    • Schechter Wealth phone

      Phone Number: +1 248-731-9500

    • Schechter Wealth website

      Website: https://www.schechterwealth.com

    • Schechter Wealth employees

      Employees:49

    • Schechter Wealth revenue

      Revenue:$1 - 10M

    • Schechter Wealth legal name

      Legal Name:Schechter Wealth

    • Schechter Wealth's Social Media

      Schechter Wealth linkedin Schechter Wealth facebook Schechter Wealth twitter
    • done Is this data correct?

    • |  NAICS Code: 524210  |

      Show More
    Person level website identification

    Chief Operating Officer for Schechter Wealth

    Alfredo Risi

    Chief Operating Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Alfredo Risi

    Chief Operating Officer

    Eric Donofrio

    Chief Compliance Officer

    Kevin Beauchamp

    Vice President, Director Of Strategic Partnerships

    Cindy Gresham

    Strategic Initiatives Partner At Schechter Wealth

    Max Hunt

    Vice President, Investments

    Frequently Asked Questions regarding Schechter Wealth

    • Where are Schechter Wealth's Headquarters?

      Schechter Wealth's Headquarters are in 251 Pierce ,Birmingham,Michigan,United States

    • What is Schechter Wealth's phone number?

      Schechter Wealth's phone number is +1 248-731-9500

    • What is Schechter Wealth's official website?

      Schechter Wealth's official website is https://www.schechterwealth.com

    • What is Schechter Wealth's Revenue?

      Schechter Wealth's revenue is $1 - 10M

    • What is Schechter Wealth's NAICS code?

      Schechter Wealth's NAICS code is 524210

    • How many employees are working in Schechter Wealth

      Schechter Wealth has 49 employees

    • What is Schechter Wealth's Industry?

      Schechter Wealth is in the industry of Financial Services

    • Who is Schechter Wealth's Chief Operating Officer?

      Schechter Wealth's Chief Operating Officer is Alfredo Risi

    Company Directory