BIRMINGHAM, Mich., July 14, 2016 /PRNewswire/ -- Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Megan Sandler will be joining the firm as a Wealth Advisor. Ms. Sandler advises high-net-worth individuals, families, and business owners on wealth preservation, wealth transfer, estate planning, and tax planning objectives.
"We are excited to have Megan introduce Schechter's unique approach to wealth management and investment strategies to her clients, family offices, and institutional investors," said Marc Schechter, Senior Managing Director.
Prior to joining Schechter, Ms. Sandler served as the Director of Marketing and Senior Vice President at Swiss Select Advisors, Emerging Market Equities Hedge Fund in New York, New York. There, Ms. Sandler helped investors increase assets under management by fundraising to high net worth individuals, family offices, and institutions across the United States.
Ms. Sandler attended Rice University in Houston, Texas where she received a dual Bachelor of Arts in Visual Arts and World History.
About Schechter Wealth
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, CLTCs, CLUs, PFSs, CAPs, MBAs, CIMA participants®, CFP® practitioners and CFA® charterholders has 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.