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!
The Dechtman Wealth Management System
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?
Our firm is managed by a seasoned team of industry veterans. Our nationally recognized team of investment professionals, which includes a Certified Financial PlannerTM, have over 30 years of investment experience.
Having someone manage your life savings is one of the most significant decisions you will make in your lifetime. We recognize the serious responsibility we have to our clients to protect and preserve their life savings that they have worked so hard for.
We are always honest and put your needs first. Period. There is no conflict of interest in any of our recommendations and everything we do is fully disclosed and transparent.
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!
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