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- SCHECHTER
SCHECHTER
Investment Advisory | Private Capital | Advanced Life Insurance Design
Additional Culture Details
Our core values guide us in all of our interactions with clients and each other internally and are used to
communicate the mission and the vision for our clients experience as well as our employees.
These core values were written out at least 10 years ago and we still check in with them at each quarterly all
employee meeting. ALWAYS. I believe that many companies have this kind of mission/vision/core values
statements somewhere buried in a file folder but few use them as frequently as Schechter to reinforce and
further the company’s culture.
1. Clients’ needs first, always. In the financial services industry this takes on a unique significance. Financial
services companies expect that their “agents” will represent their companies in accordance with the corporate
goals of the company. All of us operate on the basis that we represent our clients, not the manufacturers of the
products we sell. As a result, we are not affiliated exclusively with any particular carrier and are free to shop the
market for whatever products best meet the needs of our client in the specific circumstances.
2. We are Experts. We made a decision that we were not going to rely on the expertise of the insurance
industry and that we would make the investment in developing the in-house capacity to analyze our client’s
needs, to evaluate alternative strategies and to create proprietary solutions. As a result we have assembled a
team of technical experts (JDs, CPAs, LLMs, CLUs, CFAs, PFS, CAPs, MBAs) who continually monitor the
insurance, legal and financial landscapes to keep our firm acutely aware of the risks and opportunities for our clients. Wealso “know what we do not know.” Thus, we have created and retained a network of nationally recognized
lawyers, and accountants who we can draw on as necessary to meet our clients’ goals.
3. A Special Place to Be. The plans that we implement for our clients and many of the products we utilize
require expertise and care following their initial structuring. A client needs and has the right to expect that there
will be a team of great people who are committed to seeing that the transaction/strategy is successfully executed
through time. We continue to service programs that were initiated by Robert Schechter’s uncle, Rudy Leitman, in
the 1940’s and 1950’s. Assembling and keeping a great team together is critical. We have, and always will,
invest considerable resources in creating a physical and cultural environment that attracts and retains top
people. Every teammate has a clear understanding of our firm’s vision and goals; as well as the specific roles
they play within the organization. Our firm is a special place for special people.
4. A “Wow” Experience. Meeting our clients’ expectations is not enough. The investments that we have
made and the culture we have created are designed to provide clients with a superior experience. We are not
limited by preconceived notions as to the uses of products and strategies. A High Sense of Urgency and
Solution Creation permeates throughout every individual within our organization resulting in a uniquely positive
client experience. The “Wow” experience is also an important experience for our employees to feel as well.
Whether it’s a beautiful office area, exciting city with a downtown, and unexpected rewards and praise.
About Schechter Wealth
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined
team has been quietly advising wealthy families on financial matters including institutional quality investment
advisory services, advanced life insurance planning, reducing income and estate taxes, business succession,
and charitable planning.
communicate the mission and the vision for our clients experience as well as our employees.
These core values were written out at least 10 years ago and we still check in with them at each quarterly all
employee meeting. ALWAYS. I believe that many companies have this kind of mission/vision/core values
statements somewhere buried in a file folder but few use them as frequently as Schechter to reinforce and
further the company’s culture.
1. Clients’ needs first, always. In the financial services industry this takes on a unique significance. Financial
services companies expect that their “agents” will represent their companies in accordance with the corporate
goals of the company. All of us operate on the basis that we represent our clients, not the manufacturers of the
products we sell. As a result, we are not affiliated exclusively with any particular carrier and are free to shop the
market for whatever products best meet the needs of our client in the specific circumstances.
2. We are Experts. We made a decision that we were not going to rely on the expertise of the insurance
industry and that we would make the investment in developing the in-house capacity to analyze our client’s
needs, to evaluate alternative strategies and to create proprietary solutions. As a result we have assembled a
team of technical experts (JDs, CPAs, LLMs, CLUs, CFAs, PFS, CAPs, MBAs) who continually monitor the
insurance, legal and financial landscapes to keep our firm acutely aware of the risks and opportunities for our clients. Wealso “know what we do not know.” Thus, we have created and retained a network of nationally recognized
lawyers, and accountants who we can draw on as necessary to meet our clients’ goals.
3. A Special Place to Be. The plans that we implement for our clients and many of the products we utilize
require expertise and care following their initial structuring. A client needs and has the right to expect that there
will be a team of great people who are committed to seeing that the transaction/strategy is successfully executed
through time. We continue to service programs that were initiated by Robert Schechter’s uncle, Rudy Leitman, in
the 1940’s and 1950’s. Assembling and keeping a great team together is critical. We have, and always will,
invest considerable resources in creating a physical and cultural environment that attracts and retains top
people. Every teammate has a clear understanding of our firm’s vision and goals; as well as the specific roles
they play within the organization. Our firm is a special place for special people.
4. A “Wow” Experience. Meeting our clients’ expectations is not enough. The investments that we have
made and the culture we have created are designed to provide clients with a superior experience. We are not
limited by preconceived notions as to the uses of products and strategies. A High Sense of Urgency and
Solution Creation permeates throughout every individual within our organization resulting in a uniquely positive
client experience. The “Wow” experience is also an important experience for our employees to feel as well.
Whether it’s a beautiful office area, exciting city with a downtown, and unexpected rewards and praise.
About Schechter Wealth
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined
team has been quietly advising wealthy families on financial matters including institutional quality investment
advisory services, advanced life insurance planning, reducing income and estate taxes, business succession,
and charitable planning.
Values
- See core values below