At Dechtman Wealth Management, we have been helping clients achieve their financial goals and dreams for over 34 years. While the markets constantly change, our commitment to upholding our promises never will.
What Makes Us Different
- Founded in 1984
- Personalized approach to wealth management
- Always act in your best interest as fiduciaries
- Independent financial advisory firm
We promise to:
Create an effective game plan
Our job is to provide you with a clear picture of your financial situation and create a plan that fits your personalized goals and lifestyle. We’ll continually evaluate your plan to make sure we are on track in the pursuit of achieving your goals.
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.
Make your financial life simpler
Our mission is to make your life more enjoyable and to remove any worries you may have about investing. Life is stressful enough, we’re here to take some of the weight off your shoulders.
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. After our conversation, your questions will be answered and make sense to you.
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.
Continually get better
Our firm has been nationally recognized and members of our team hold the CERTIFIED FINANCIAL PLANNER™ certification. However, we know that in order to help our clients achieve their goals, we must continually get better at what we do.