Client Portal

Wealthscape

Wealthscape Login
  • Online Statements
  • Account History
  • Cost Basis Information
  • Tax Reporting Syncs with Turbo Tax and H&R Block
  • Tax Statements

The Dechtman Wealth
Management System

Wealth Management Login
  • Connect all of your accounts and information in one consolidated view
  • Secure Document Vault
  • Investment planning and monitoring

Event Registration

Events Link

  • Seminars
  • Client Events
  • Guest Speakers
  • Expert Presentations
  • Webinars