UNDERSTAND HOW YOUR MONEY IS BEING INVESTED

Are you in the dark when it comes to financial advice? Let us light the way.

  • UNDERSTAND YOUR FINANCIAL SITUATION
  • RECEIVE FIDUCIARY ADVICE
  • STRAIGHTFORWARD FEES

What we do for our clients

As fiduciaries, our team of experienced wealth management professionals will develop a personalized plan that will help you reach your goals.

  • Financial Planning

    We create a unique financial plan to identify risks you haven’t thought of, find ways to protect and build your wealth, minimize your taxes, and ensure you have proper estate planning.

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  • Investment Management

    Our experienced investment advisors will analyze all aspects of your current financial situation and customize your portfolio based on your individual priorities, risk tolerance, and life goals.

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  • Medicare Planning

    We provide you with the help you need to meet your health care costs. We shop the marketplace to find the best Medicare plan for your needs, at the lowest possible cost.

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  • Tax Preparation

    We help guide you through a full range of tax planning strategies which are designed to minimize your tax liabilities, maximize your cash flow, and keep you on track to reach your financial goals.

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  • Social Security Analysis

    Our state-of-the-art software takes out the guesswork and helps you chose the right benefits at the right time.

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  • Estate Planning

    Our Estate Planning services help protect the financial stability of you and your loved ones as well as minimize taxes, expenses, and legal hassle with transferring assets to heirs.

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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?

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Have a question?

Contact New Home

How to get started

1

Schedule a
free consultation

2

Meet with us to
discuss your goals

3

Receive your
personalized strategy

Get Started Now

Insights

Dechtman Wealth Management’s Denver team of investment management professionals provide you with transparent and proactive communication through the wealth management services we offer in order to keep you informed on important topics.