Ilana Liss serves as the Managing Director at Schechter Wealth, a distinguished boutique wealth advisory firm with a legacy spanning over 75 years. In her pivotal role, Ilana is at the forefront of developing and executing tailored financial solutions that cater to the unique needs...
Ilana Liss serves as the Managing Director at Schechter Wealth, a distinguished boutique wealth advisory firm with a legacy spanning over 75 years. In her pivotal role, Ilana is at the forefront of developing and executing tailored financial solutions that cater to the unique needs of affluent families. Her extensive expertise in personal financial planning, asset allocation, and wealth management has positioned her as a trusted advisor, earning her the respect and loyalty of clients who seek her guidance in navigating complex financial landscapes.
At Schechter Wealth, Ilana leads key projects that focus on comprehensive financial strategies, including retirement planning and risk management through life and disability insurance. Her ability to synthesize intricate financial concepts into actionable plans is a testament to her skill set, which encompasses not only financial advisory but also commercial insurance and fixed annuities. She takes pride in providing a concierge-level service, ensuring that clients feel supported throughout the Solution Design process. This involves regular communication and personalized counseling, fostering strong relationships built on trust and transparency.
Ilana's commitment to excellence is further enhanced by her collaboration with a multi-disciplined team of professionals, including JDs, CPAs, and CFA® charterholders, which allows her to leverage a wealth of knowledge and experience in delivering institutional-quality investment advisory services. Her holistic approach to wealth management not only addresses immediate financial needs but also aligns with clients' long-term goals, making her an invaluable asset to Schechter Wealth and the families she serves.
