Schacter Palazzi Wealth Management
Schacter Palazzi Wealth Management
Investing acumen for families, organizations and businesses
With an astute and conservative approach and a deep respect for our clients’ capital growth objectives, we have been working with high net worth clients for over the past twenty-plus years.
We advise affluent, multigenerational families, owners of a small business or chains of businesses, people who hold significant assets in real estate, and people who have sold a business and wish to invest the proceeds. We also manage money for private schools.
Our mission is to build long-standing relationships through our client-centric, holistic, transparent, straightforward and efficient business style.
Build net worth
Identifying investment solutions that align to my clients’ evolving needs.
Implement tax-efficient strategies
Working with my clients to help create and structure their accounts to help reduce tax exposure while keeping income available for when it’s needed.
Protect what matters
Leveraging the expertise of TD specialists, I help integrate strategies to protect what matters to my clients.
Leave a legacy
Helping my clients to build a plan to effectively transfer their wealth.
Schacter Palazzi Wealth Management Quarterly Commentary
Let’s just start with the good news that 2024 was a very positive year for equities – the second in a row. The beginning and middle portion of the year felt more comfortable. We ended with confidence in stocks beginning to soften as inflation was proving a little stubborn in the United States, leading markets to discount a much more gradual pace of interest rate declines in coming months.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.