I have a unique financial situation
How do I know you can help?
In over 34 years of providing financial advice, we have worked with clients through a variety of different life stages and financial situations. Whether you are a high net worth investor or just starting out, each client receives a customized investment strategy designed to achieve their personal goals.
Stress Test Your Portfolio
4 out of 5 people have more risk in their portfolio than they previously realized.
Do you know how risky your investments are?
STOP WASTING TIME SEARCHING FOR YOUR FINANCIAL INFORMATION
The Dechtman Wealth Management System helps you 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.
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Dechtman Wealth Management System works
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Insights
Dechtman Wealth Management's team of professionals provide you with transparent and timely communication to keep you informed on important topics.
The 6 Most Important Retirement Ages Age 59½. This is when you can make penalty-free withdrawals from both your 401(k) and your IRA accounts. Again, I Read More
Are You Prepared for Retirement Health Care Costs? Paying for health care in retirement is not an easy task. Despite rising costs and increasingly complex coverage requirements, you Read More
