FIDUCIARY FINANCIAL ADVISORS

YOU CAN TRUST

Reduce Taxes - Invest Smarter - Optimize Income

Why Dechtman Wealth Management?

Not all financial advisors in Colorado are created equal. Dechtman Wealth Management is a full-service financial advisory firm. We help individuals and businesses create and execute financial plans to accomplish their goals. Because financial plans often need to change and evolve over time as your life changes, our team of fiduciary investment advisors and wealth managers is ready to help with both the implementation of, and the ongoing monitoring of, your financial plan.

STRAIGHTFORWARD FINANCIAL ADVICE

No Hidden Costs. Our Straightforward approach makes it easy to understand exactly how we get paid.

A TRUSTWORTHY FIDUCIARY

We always act in your best interest. Period.

CFP® PROFESSIONALS

Only 25% of U.S financial advisors are Certified Financial Planner™ Professionals.

Services

Denver's trusted investment advisors

As Fiduciaries, our team of experienced wealth management professionals and Colorado financial advisors knows how to help you get the most out of your investments.

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Financial Planning

We help you understand your current situation, define your goals, and implement the strategies to achieve them.

Tax Planning

It’s not what you make that’s important, but what you keep. We can help you preserve your hard-earned money with the industry’s best practices for tax-planning.

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Investment Management

We build a balanced, diversified portfolio that is personalized for you and monitor the investments through a well-designed, time-tested, and repeatable investment process.

Retirement Planning

Transitioning into retirement is a significant milestone. Our team can help you step into the next phase of your life by creating an income plan, informing you about tax implications of retirement, maximizing Social Security, and much more.

Social Security Benefits Analysis

Determining when to claim your Social Security benefits will be one of the most important decisions you make in your lifetime. We can help you confidently make your decision.

Estate Planning

Major issues can arise if you don’t have the proper estate planning documentation and asset protection strategies in place. We can help you get organized so your wishes will be honored.

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HELP SECURE YOUR FINANCIAL FUTURE

Who is Dechtman Wealth Management?

Established in 1984, Dechtman Wealth Management is proud to be one of the top financial advisors in Colorado.

At our Denver-based financial advisor firm, we take pride in the fiduciary wealth management services we offer our clients.

Being a family-owned fiduciary firm, we hold ourselves to a higher standard when it comes to managing our clients‘ financial futures. That is why we took an oath to only ever operate in our clients’ best interests. As Registered Investment Advisors, fiduciary standards are a vital part of how we operate, and the standard of care we provide our clients.

We believe that you should know exactly how your money is being invested and how much you are paying in costs.

Dechtman Wealth Management has decades of experience with a wide range of investment options. We are here to help you build a strong and diverse portfolio, and to advise you through a well-designed, time-tested, and repeatable investment process.

Put a plan in place to help secure your financial future with Dechtman Wealth Management, an independent, fee-based, wealth advisory firm that operates under fiduciary standards.

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We're Here For You

We provide straightforward advice and strategies to help you create a long-term plan for greater financial security in retirement.

At Dechtman Wealth Management, located in beautiful Denver, Colorado, our wealth advisors shared mission is to help our clients achieve financial success.

Meet Our Team