Anthony Chisolm

Anthony Chisolm helps high-net-worth individuals and families navigate complex financial decisions through comprehensive wealth management and financial planning. He works closely with clients to design and implement customized strategies that integrate investment management, tax planning, retirement planning, and estate considerations—aligned with long-term goals and evolving life circumstances.

With more than a decade of experience in wealth management, Anthony brings a holistic, planning-first approach to advising. Since 2019, he has served in senior advisory and investment roles, partnering with clients to coordinate portfolio strategy with advanced financial planning techniques. His work includes designing tax-efficient investment allocations, managing cash flow and retirement income strategies, implementing charitable and gifting plans, and collaborating with clients’ CPAs and estate attorneys on trust, estate, and legacy planning matters.

Anthony is dedicated to delivering thoughtful, proactive advice that goes beyond portfolio construction, helping clients make confident decisions around taxes, estate planning, and long-term financial security.

Anthony earned a Bachelor of Arts in Finance with a double major in Economics from Michigan State University’s Eli Broad College of Business and is a CERTIFIED FINANCIAL PLANNER™ professional.

He lives in Ann Arbor with his wife, Kailey, son, Callum, and golden retriever, Tybee. In his free time, Anthony enjoys staying active, boating, cooking, and spending time outdoors.

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Schechter Investment Advisors is a Division of Arax Advisory Partners, LLC a registered investment advisor registered with the SEC. Schechter Investment Advisors and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Schechter Investment Advisors maintains clients. Schechter Investment Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Schechter Investment Advisors web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Schechter Investment Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as Schechter Investment Advisor's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Schechter Investment Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Schechter Investment Advisors, please contact the SEC or the state securities regulators for those states in which Schechter Investment Advisors maintains a filing. A copy of Schechter Investment Advisors' current written disclosure statement discussing Schechter Investment Advisors' business operations, service, and fees is available from Schechter Investment Advisors upon written request. Schechter Investment Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Schechter Investment Advisors’ web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Schechter Investment Advisors' web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice Schechter Investment Advisors, or from any other investment professional.

Our Team

Anthony Chisolm