“Dechtman Wealth Management has become a leading financial services firm not only because of the superior service we provide, but also as a result of who we are and what we believe in – the core values and ethics that guide our organization.”

Jordan Dechtman Founder & CEO
Financial Planning Strategies
  • Investment Management
  • Asset Allocation & Diversification
  • Asset Allocation & Diversification
  • Investment Risk Analysis
  • Second Opinion Reviews
  • College Savings Planning
Tax Reduction Strategies Denver
Tax Reduction Strategies
  • Review of Cost Basis
  • Review Realized Gains
  • Tax Free Investing
  • Tax Loss Harvesting
  • Roth Conversions Analysis
Retirement Planning Strategies Denver
Retirement Planning Strategies
Insurance
Insurance
  • Medicare Shopping Service
  • Life Insurance
  • Long-Term Care Insurance
  • Expenses & Budgeting
  • Debt Management
  • Planned Purchases
  • Emergency Savings

We know every client’s situation is unique. At times, this process may be modified to better suit the needs of an individual or household.

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