Meet your Dechtman Wealth Management Team
At Dechtman Wealth Management, located in beautiful Denver, Colorado, our wealth advisors’ shared mission is to help our clients achieve financial success through transparency, integrity, and devotion. We view our clients and our team as one big family that takes care of one another. We understand that trusting a team with your wealth is an important decision that you do not take lightly. You have worked hard to earn your money and we believe you should feel comfortable every step of the way. Our team of experienced professionals are here for your every need. If you have a question regarding any of our wealth management services which include investment management, financial planning, estate planning, tax planning, Medicare planning, or Social Security analysis, our Denver wealth advisors will be able to answer them using common language that you understand. Schedule a tax planning assessment with our team to find out how we can help you accomplish your goals. Our investment management services, knowledge and experience are at your disposal. Contact our investment tteam in Denver and get to know your team!
Jordan Dechtman
Founder & Senior Wealth Advisor
Sam Dechtman, CFP®, CFS®
Senior Wealth Advisor
Adam Dechtman, CFP®, AIF®
Senior Wealth Advisor
Linda Roberts
Director of Compliance
Adam Menefee
Director of Business Administration
Christie Kezlan
Director of Client Services
Kathy Lippert
Director of Communications
Lauren Foster
Director of Operations
Leroy & Linus Dechtman
Chief Comfort Officers
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org