Wealth Partners
The Schottenstein & Wechsler Group

"We hold a sincere commitment to our clients, who have entrusted us with the critical responsibility of overseeing their assets and guiding the financial well-being of their families."
About The Schottenstein & Wechsler Group

Our commitment to our clients
At the Schottenstein & Wechsler Group, we are proud to advise an extraordinary clientele, who look to us for a differentiated caliber of strategy, guidance and service.
We strive to maintain the finest reputations by serving these clients every day, year after year, with humility, unwavering integrity and the highest quality of advice and professionalism. Our work reflects the foundational values and beliefs of our group.

We deliver a special client experience founded on the following components:

  • Integrity and character to always do the right thing for our clients, without exception.
  • Knowledge, sophistication and discipline to consistently provide quality advice, regardless of market conditions.
  • High-touch, personal and extraordinarily responsive client service.
  • Meaningful relationships with our colleagues and our clients.

Meet Our Team

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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