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



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