Sam Dechtman, CFP®, CFS®
Senior Wealth Advisor
As a Senior Wealth Advisor at Dechtman Wealth Management, Sam is committed to always doing what is in the best interest of the client.
Sam began his career working at large international asset manager in Chicago assisting clients with investment analysis, portfolio construction, and retirement income strategies. During that time, Sam would receive the CERTIFIED FINANCIAL PLANNER® designation, signaling mastery in all areas of financial planning.
After a few years, Sam decided to pursue his true passion and become a wealth advisor, where he would have the opportunity to develop deeper relationships with his clients and have a more significant impact on their lives.
As a Wealth Advisor – Managing Director at Dechtman Wealth Management, Sam assists clients in the areas of financial planning, investment management, and retirement planning. His approach begins by listening to the client’s goals and dreams to gain an understanding of what is important to them. He then analyzes their financial situation and develops a highly personalized strategy to help them achieve their goals. As a fiduciary, advice is always given in the client’s best interest.
Sam holds a BBA, Bachelor of Business Administration from the University of Wisconsin-Madison and is an avid UW sports fan. In his spare time, he enjoys golfing, hiking, basketball, and attending Colorado Rockies games.
Getting to know Sam
Originally from: Greenwood Village, Colorado
Favorite quote: What the mind can conceive and believe, the mind can achieve
Best piece of financial advice received: “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people” by Warren Buffett
Hobbies: Basketball, Golf, Reading, Hiking, and going to Coors Field for a Rockies Game
Favorite food: Sushi
What motivates Sam: Family
Place Sam would most like to visit: Thailand
Favorite Book: The Hunger Games by Suzanne Collins
Something on Sam’s bucket list: Play golf at St. Andrews
Biggest accomplishment: Earning the CERTIFIED FINANCIAL PLANNER® certification
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