Wade Hoag is currently a Wealth Management Specialist at Schechter Wealth. Wade advises high-net-worth families and individuals on investments, financial planning, and insurance. He serves colleagues, clients, and internal teams with investment technology and performance reporting support to provide personalized financial plans as unique as each individual he advises.
EXPERIENCE
Schechter Wealth
Wealth Management Associate
2022 – Present
Our goal-based planning considers cash flow, risk analysis, business exit strategies, and liquidity planning. We create tailored plans that help families grow their wealth and achieve their financial goals. Our customers stay with us for generations because of our superior service and breadth of knowledge.
Schechter Wealth
Investment Specialist
2020 – 2022
Our goal-based planning considers cash flow, risk analysis, business exit strategies, and liquidity planning. We create tailored plans that help families grow their wealth and achieve their financial goals. Our customers stay with us for generations because of our superior service and breadth of knowledge.
Operations Management Specialist
2019 – 2020
CapTrust Financial
Our experience as financial advisors to a broad and highly diverse clientele—including individuals, families, large 401(k) plan sponsors, pension funds, endowments, and foundations—provides valuable insights for investing our clients’ assets. As one of the country’s largest registered investment advisors, we have the leverage to gain significant advantages for our clients, including first-person access to investment managers and a strong position to negotiate better fees and services.