Financial Planning & Wealth Management in Denver, CO
At Dechtman Wealth Management, we have been serving and caring forour clients for more than 30 years. Our objective is to serve the wealth management needs of our clients with knowledge, trust and integrity .
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!
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.
Why Choose Dechtman Wealth Management?
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
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.
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
Capture your risk tolerance and see if your portfolio fits you.
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!