Client 2 – SCHECHTER WEALTH (INVESTMENTS / PRIVATE CAPITAL / INSURANCE)
Schechter Wealth has a rich family history and legacy. Schechter Financial entity is formed in the year 1975. Rudy and Robert Schechter join forces to form their own independent firm. By leaving New York Life, they are able to focus more on their client’s needs and provide invidualized services. Mr. Rudy & Mr. Robert Schechter were part of New York Life and were one of the industry’s top professionals.
In the year 1980, both were seeing their firm succeed and the firm goes on to qualify each year after for the next 34 years! Year 1989, the culture of learning expands and is cultivated. Robert joins Partners Financial which provided access and leverage with many insurance companies and sharing ideas with other professionals.
A remarkable year 1996, Schechter has become number one in the country out of 12,000 New York Life Agents. Remarkably, Robert only placed one third of his business this year with New York Life.
The third Generation joins the firm in the year 1997. MR. JASON ZIMMERMAN, Robert’s son in law joins the firm after spending three years as a life insurance advisor for New York Life in New York.
In the year 2002, Marc Schechter, Robert’s son, joins the firm. Previously, Marc founded and led Star Trax Event production and Pulse 220, an experimental Marketing agency.
The year 2004, Schechter Wealth relocates to Birmingham, MI, after 25 years at the Town Center in Southfield, MI.
SCHECHTER INVESTMENT ADVISORS:
A revolution took place in the year 2014, Investment Advisory expands to add Registered Investment Advisor (RIA). SCHECHTER INVESTMENT ADVISORS IS FORMED. Mr. Bernie Kent, JD, CPA, PFS and John Stein, MBA, CFA, joined the firm as Senior Advisors. Previously they had managed the Midwest region of PricewaterhouseCoopers’ Personal Financial Services Group. They bring to Schechter a combined $500,000,000 in Investment Assets.
SCHECHTER PRIVATE CAPITAL: Again another milestone in the year 2016, searching for new alternatives to grow wealth. Schechter Private Capital is formed to provide unique investment opportunities for clients.
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