Knowledge, Trust & Integrity
At Dechtman Wealth, 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 .
Are You Retirement Ready?
Financial security in retirement doesn’t just happen…It takes planning, commitment, and yes, money. Take our simple quiz to find out if you’re ready.
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.
Is Dechtman Wealth a Good Fit For You?
Our proprietary investment strategies are based on 30+ years of extensive research. Our investment approach has prospered the test of time through a wide range of market conditions.
What you see is what you get – there is no conflict of interest in how we manage your assets. We always put your best interest first and adhere to the fiduciary standard.
Our goal is to be your primary resource for every wealth management need you come across. We provide our clients with unbiased, straight-forward investment research and guidance.
Stress Test Your Portfolio
Capture Your Risk Number
The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to our decision making process.
Review Your Current Investments
It turns out 4 out of 5 people have more risk in their portfolios that they previously realized. This risk assessment helps empower you to make sure your portfolio matches your personal risk number.
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.
What You Need to Know About Social Security
Social Security is enormously complex.
There are 567 ways to claim your benefits, but no employee at the Social Security Administration is there to advise you on the best strategies for you.
With your complimentary Social Security Analysis you’ll know exactly WHEN and HOW to file for your benefits to achieve your maximum lifetime income.
Taking social security benefits – the right ones at the right time – is one of the biggest financial decisions you’ll make in your retirement. Soon after you claim, your benefits become permanent. You need to get it right. In this free eBook, we offer 5 Secrets & 5 Gotchas to help you navigates social security’s new rules.
Get All of Our FREE eBooks
Latest Blog Posts
- Don’t Let Trump Scare You Out of the Market - Ken Kam What do you do when you think the market is risky and over-extended? Rahul Garg has felt that way for over a year, but instead of running to cash, he managed to beat the S&P 500 for 2016 with a few adjustments to his investment strategy. Here’s how he did it. Rahul started his… Read More »
- Rare Streak for U.S. Stocks - Rare Streak for U.S. Stocks: 81 Days Without a 1% Dive. Not Happened Since 2006 Matt Egan The American stock market isn’t just sitting at record highs. It’s enjoying an unusually-long period of tranquility. The last time the S&P 500 closed down by at least 1% was 81 trading days ago on October 11 —… Read More »
- If These Girl Scouts Can Work Out a Budget, You Can, Too - Michelle Singletary Given what’s going on in the world of politics, and the whipsaw trading in the stock market, maybe you could use some laughs. I know I could. Recently, I taught a budgeting session for some Girl Scouts in the nation’s capital. I’ve shared with readers before the funny and enlightening outcomes of such… Read More »
As Seen In:
✔ Business Insider
✔ Entrepreneur Magazine
✔ The Economist
✔ Los Angeles Times
✔ The New York Times
✔ The Washington Post
✔ Yahoo Finance