Financial Planning & Wealth Management in Denver, CO
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 .
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.
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.
Retirement Ready Checkist
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.
This free resource will help you identify areas you might not have considered, and show you what to explore further before you reach retirement. The Retirement Readiness Checklist covers work, relationships, income and expenses, social security, insurance, investments, and planning.
According to a recent study by Wells Fargo, those who had a written retirement plan in place accumulate 3x as much in retirement assets as those who don’t. Download this action guide and take the first step to retirement readiness!
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Latest Blog Posts
- The Pros and Cons of Paying Off a Mortgage - Bob Rall You may have saved enough to pay off your mortgage but should you? Before deciding, consider the pros and cons and how they apply to you. Picture this: Through your hard work and discipline, you have accumulated a relatively significant amount of savings outside of your retirement accounts. You have more than enough… Read More »
- Health Care: Here’s What The Senate is Voting On - Tami Luhby Senate Republicans are finally voting to repeal Obamacare. But the effort has splintered, with the chamber’s leaders pushing multiple ways to get the job done. The Senate narrowly approved a motion to begin the health care debate on Tuesday. Hours later, the Senate failed to approve one repeal and replace bill that would… Read More »
- Retirement, Deferred: Workers – and Companies – Grapple with a New Reality - Jena McGregor Life after 65 is starting to look a lot more like life at â€¦ 64. The percentage of Americans working past the traditional retirement age hit new highs in the most recent jobs numbers, according to recent reports, with 19 percent of those 65 and older working at least part-time. And it’s only… Read More »
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