Our fiduciary financial advisor helps us protect our assets, generate growth, and reduce taxes
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FIDUCIARY WEALTH MANAGEMENT SERVICES IN DENVER
How can we help you?
As fiduciaries, we’re obligated to always act in your best interests. Our team of experienced wealth management professionals and financial advisors in Colorado knows how to help you get the most out of your investments.
Retirement Planning
Comprehensive retirement planning guidance focused on financial security and stability.
Financial Planning
Define personal goals and implement strategies to achieve them with support from fiduciary investment advisors.
Reduce Taxes
Preserve your hard-earned money with industry best practices and careful monitoring of your personal and unique tax situation.
You have over $500K in investable assets
And you have questions…
How do I safely create tax-efficient income?
How can I reduce my taxes in retirement?
Are my investments suitable for retirement?
Our team of informed and experienced financial professionals can help you find the answers. We know how to dig into the details and align your goals with potential strategies. The result is a comprehensive and customized approach to wealth management that puts your financial well-being first.
What people are saying about Dechtman Wealth Management
Jordan, Sam, and Adam have been amazing to work with over the last few years. They keep a close eye on the markets, they come to the table with experience and perspective, they are always available even when I know they manage much larger portfolios than my own, they are friendly and kind, they proactively send newsletters that provide insights on markets and world events, they have free shred days and pies at Thanksgiving, and so much more. I called them today for some advice, they took the time to listen to my perspective and will take a look at what my investments look like as a result. I definitely recommend working with this team and I look forward to continuing growing my portfolio with them. Thanks!
We have been with Dechtman Wealth Management for almost 20 years. Jordan has been a trusted advisor for us, with extremely satisfactory results, and his staffers (as well as the next generation!) have given us prompt and professional service with every interaction. They are proactive, responsive to changing economic conditions, and very good at communicating to all of their clients with regular market updates. We are so glad to have found them all those years ago, based on a recommendation from another professional; best advice we ever got!
My husband and I enjoy working with Sam, Christie, and the rest of the team. I highly recommend Dechtman Wealth Management. Very trustworthy, knowledgeable, and kind group of people.A++++
I had a great experience with Dechtman Wealth, and recommend them to my family and friends.
I have been a client of Dechtman for over 10 years. I have been impressed with him and his team. They have given me advice and good instructions whenever I have asked for guidance. I would recommend this company to anyone.
My wife and I have been using the services of Jordan Dechtman Wealth Management for nearly 30 years. We have met with Jordan at least once a year for a complete review of our finances, and often he has provided suggestions as to how to improve our investments. Jordan and his staff are always cordial and promptly handle our withdrawal requests and other matters that arise. We highly recommend Jordan for all of your wealth management and tax needs.Joe and Nickie McMillan.
Jordan and his staff demonstrate the highest integrity and trustworthiness. They reach out and keep communication going throughout the year and have even called us to recommend changes when appropriate. Excellent team. Excellent staff service.
We, Jan and Porter Barrows, have been enthusiastic and highly satisfied customers of Dechtman Wealth Management for twenty-nine years. Jordan Dechtman, his sons Sam and Adam, and the entire Dechtman staff are exceptional professionals with a strong emphasis on customer service.Jordan Dechtman is an active listener. Over the years, we have met with him many times. We have shared our financial goals, and Jordan has developed a financial plan to meet these goals. Through the ups and downs of the Stock Market, Jordan has carefully bought and sold products that have served us very well!In recent years, we have been systematically contributing to our accounts each month. Jordan's kind and professional advice throughout these years is to "stay the course." This has proven to be outstanding advice for the long term. Our portfolio has increased many times over to our amazement and appreciation.
The Dechtman family has been my advisor for almost 10 years now. They have helped me make the best financial choices to improve my financial portfolio. I highly recommend them!
We have been a client of Dechtman Wealth Management for a few years now. We have always been impressed with how responsive Jordan and his team are. We routinely meet with them to review our portfolio and have been very pleased with the results. Having recently retired they were great in helping me with my 401k rollover and pension. We are very confident that are savings is being managed with our best interests at heart. We also appreciate the seminars that they host to keep us informed of what is going on in the market/economy.
Our paths crossed with Jordan and Dechtman Wealth Management more than 20 years ago when we attended a financial planning seminar. We were impressed with his knowledge and personal approach and couldn’t be happier with our decision to work with him. He and his staff are always available to answer any questions or concerns and we personally meet at least once per year to review our accounts. We highly recommended Jordan and Dechman Wealth Management.
Dechtman Wealth Management has managed our retirement funds for nearly 10 years. We've always felt that our investments were in safe hands. The investment managers do a good job of explaining how investments are made and take into account our "risk tolerance". On several occasions they have shown us how our investments are performing and what is our most likely financial future.They have also given us good advice in other areas of financial management such as determining the best approach to starting Social Security withdrawels.The office staff is quick and courteous in setting up appointments and managing paperwork.It has been a pleasure to work with Dechtman Wealth Management.
Jordan and his team are top notch!! We have been clients since 2017! We are currently working on our Retirement and Jordan, Sam and Adam always answer our questions and concerns with great detail! The team is very knowledgeable and professional. We appreciate Jordan's candor. Last, but not least, we love the Monthly Financial Insight Newsletter and the quarterly Zoom calls.
Jordan and his team have been exceptionally helpful, forthright, trustworthy and have done well to educate us regarding the financial climate and the many options available to us to secure our financial future.
I can’t speak highly enough about Dechtman Wealth Management. It’s difficult to make a decision when choosing a financial advisor these days. DWM stood out for me in my research as a company with a personal approach combined with real expertise. After years working together I am absolutely confident in our choice. Jordan, Adam, and all of the people we’ve worked with at DWM have not only provided excellent advice and service, they have also treated us as family. I would recommend DWM to anyone searching for quality financial guidance with the personal attention you often don’t get with a larger firm.
My husband and I are very happy with our decision to work with Dechtman Wealth Management. They are high above the norm, in our view, when it comes to communication, knowledge and professionalism. They work hard to bring important information to their clients in a manner that is understandable at any level. We highly recommend Dechtman Wealth Management.
I have been with Dechtman Wealth Management for well over a decade and I have complete faith and trust in Mr. Dechtman and his company. Mr. Dechtman always 'tells it like it is'. He is honest and forthcoming and doesn't 'sugar-coat' anything - while being very considerate and respectful of my concerns and goals. He always has only given me advice and never has tried to force me to make a decision 'on the spot', but once I have made a decision he always makes sure I am comfortable with my decision and I know what the pros and cons are. Once we are both satisfied with my decision - he is always prompt, efficient, and professional in putting my decision into action. When it comes to reacting to changing conditions - whether it be in the markets, politics, pandemic, gobal economy, global strife, or anything else he is always looking at the big picture and long term impacts - in a very level headed and self disiplined manner. He is very conscientious about keeping his clients informed about currrent conditions and potential future conditions that might impact his clients' long term financial goals. On the business side of things, his staff is very friendly, professional, and helpful. My calls/emails - although very infrequent - are always addressed promptly. The 'customer service' is always outstanding. I am the type of person who would rather change insurance companies than to change my doctor - I found a great doctor 30 + years ago and I have changed insurance companies at least 3 times and still have the same doctor. I feel the same way about having my financial affairs with Dechtman Wealth Management.
Can't imagine working with any other investment advisor. Jordan has done a fine job of making our money work for us through the many challenges the market has faced through the last several years. I would strongly recommend Dechtman Wealth to anyone looking for financial investment help.
The above are unsolicited reviews from current and previous customers. We do not compensate for our reviews. Reviews may not be representative of the experience of other customers. Reviews are not a guarantee of future performance or success.
Why Partner with Dechtman Wealth Management?
The Dechtman Difference
You deserve a fiduciary financial advisor who goes beyond basic expectations. We carefully design a wealth management strategy that’s tailored to your goals.
Our client-focused approach to the many aspects of wealth management keeps you informed and engaged. We’re committed to supporting you in meeting your financial goals.
What you get:
Customized financial strategy
Tax reduction solutions
Straightforward, fiduciary advice
We will never:
Recommend cookie-cutter solutions
Use industry jargon
Charge hidden fees
ABOUT US
The Dechtman Team
Being a family-owned fiduciary firm, we hold ourselves to a higher standard when it comes to managing our clients’ financial futures. We know that trusting an advisor with your financial stability and security is an incredibly important decision. That is why we took an oath to only ever operate in our clients’ best interests.
We never push you toward specific financial products or services because they benefit our business. Our objective is always to provide actionable, understandable, and sensible financial guidance. We’re here to support your goals, now and in the future.
SUCCESS STORIES
Retirement Planning Case Studies
Case Study #1
Crafting Your Retirement - John and Sarah's Story
John and Sarah, ages 61 and 58, are embarking on the exciting journey toward retirement. Having diligently saved for years to reach the $1.5 million mark in investable assets, they found themselves at a crossroads. They are seeking clarity on how best to navigate retirement’s financial landscape as they have many questions and uncertainties about securing their financial future.
