Financial Planning & Wealth Management in Denver, CO

At Dechtman Wealth Management, we have been serving and caring for the well-being of our clients for more than 30 years. Our core objective is to serve the wealth management needs of each of our clients with the knowledge, trust and integrity that they deserve.

Create an Investment Plan to achieve your goals

Do you want to know if you are on track to reach your financial goals? We can help you identify the right investment strategy for your situation to start making progress today!

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How We Can Help

This short video explains how Dechtman Wealth Management takes the worrying out of your financial planning for retirement.

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What Dechtman Wealth Management Can Do For You

As a kid, things were simple. You could fit everything that was important to you in a single box. Life is different now. Do you know where everything is and what everything is worth?

If you don’t, you should. If you want to know, you can.

With the Dechtman Wealth Management System, you can see everything you own in one place. Access your personal website to review and monitor your plan and strategy, set your budget, store important documents…connect with everything you own in one private and secure location.

Financial planning keeps you organized and in-the-know. We can show you how.

Watch a quick video tour of how our Wealth Management System works

Why Choose Dechtman Wealth Management?

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Talk in Common Language

We speak your language to ensure you have a clear understanding of what we’re going to do with your money. We do not use industry jargon or confusing acronyms to make simple things sound complicated

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Have fully transparent, straightforward fees

You should know exactly how much you are paying your advisor and receive a breakdown of your fees. We’ll explain our fee structure so you’ll have the confidence that you’re receiving the value you deserve.

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Act in your best interest, always

We always do what is best for our clients. It is that simple. We are on your team 100%. When you do well, we do well. As fiduciaries, we hold ourselves to the highest standards of trust and integrity.

Stress Test Your Portfolio

Capture Your Risk Number

The first step is to take a 5 minute quiz.

Review Your Current Investments

It turns out 4 out of 5 people have more risk in their portfolios that they previously realized.

Stress Test Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

What’s your Risk Number

Risk Number

Capture your risk tolerance and see if your portfolio fits you.

Retirement Readiness Checklist

Retirement Readiness Checklist

Retirement can affect your life in many ways. From your work, leisure, and activity to your relationships with family and friends, the various aspects of retirement can have both positive and negative effects.

According to a recent study by Wells Fargo, individuals who have a written retirement plan accumulate 3x more in retirement assets than those who don’t. Download this complimentary guide and take the first step to retirement readiness!

Get All of Our FREE eBooks

Ebook Retirement Income Plan Ebook 46 Questions About Retirement Ebook 50 Alarming Statistics About Retirement Ebook 12 Key Questions Every Retiree Must Answer Ebook 44 Social Security Secrets Ebook How Big is Your Retirement Shortfall Ebook Retirement Readiness Checklist

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