Shlecter Wealth Management offers financial planning and consulting services to individuals, families, and other clients. These services help clients manage their financial resources based on their current situation, goals, and objectives. The planning may cover investment, retirement, education, and business/personal financial planning. Shlecter Wealth Management may refer clients to accountants, attorneys, or other specialists for non-advisory services. Scott Shlecter is also registered as an investment advisor representative with Pasadena Private Wealth to provide asset management services.
Shlecter Wealth Management charges for financial planning and consulting services on an hourly or flat fee basis.