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

Family Legacy

When it comes to luxury travel, experience is king

June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Markets

Middle East tensions challenge renewed investor confidence

June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
Retirement

What is a backdoor Roth IRA?

June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
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