Schechter Wealth is a third - generation wealth advisory and financial services firm. For 80 years, our multi-disciplined team consisting of 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, private capital, and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
Ann-Marie has 24 years of experience working with high-net-worth families and strongly believes in giving back to her community. She currently serves as Mayor of Silverthorne.
