CSI Consulting, 3499 S Linden Rd, Ste 1, Flint, MI 48507, US

Schechter Wealth Strategies is a smart, independent, boutique wealth management firm based in Flint, MI, with over 3 generations of family ownership and $3 billion dollars under management as of September 30, 2023. With an 80-member multidisciplined team, they provide wealthy families with customized financial advice and solutions, offering services such as investment portfolio management, wealth and estate planning, multi-family office service, individualized financial planning, private investments, philanthropic planning, tax strategies, and insurance design. Driven by knowledge and expertise, Schechter Wealth Strategies aims to deliver an extraordinary client experience, using every wealth management tool available to tailor a plan specific to each client's goals. Their team of experts includes JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA charterholders, CFP practitioners, and CIMA consultants, ensuring a comprehensive approach to wealth management. With accolades such as being named one of the top RIA firms in the country by Forbes and the fastest-growing RIA in Michigan by Citywire, Schechter Wealth Strategies is dedicated to helping families manage and maximize their wealth.Generated from the website

Besur, Siddesh V MD

Christiansen, Todd PA

Bathula, Vikram K MD

De Souza, Bianca B MD