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Denver’s trusted investment advisors

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

Financial Plannning

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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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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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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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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We provide you with transparent and proactive communication through the wealth management services we offer in order to keep you informed on important topics.


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Analyze Your Portfolio

Extensive analysis.
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Get ahead of risks early. Generate a personalized report.

Stress Testing
Risk Adjusted Returns
Customized Benchmark Comparisons
Sector Weighting & Regional Exposure
Risk Analysis
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Dechtman Wealth Management Explained

Secure Your Financial Future

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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Stay Informed With Us

We provide you with transparent and proactive communication through the wealth management services we offer in order to keep you informed on important topics.

financial planning

7 Ways to Avoid Probate

Probate is a court-supervised process for sorting out a person’s debts and distributing their assets after they die.

Jordan Dechtman / June 1, 2022
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tax documents

The Problems with Taxing Unrealized Capital Gains

As part of his 2023 budget package introduced in late September of last year, President Biden rolled out a new

Jordan Dechtman /
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2022 investment outlook

2022 Economic and Investment Outlook

The Dechtman Wealth Management team discusses 2022 economic updates and investment outlook.      During this webinar, the team discusses:

Jordan Dechtman / February 21, 2022
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