The financial advisors at Dechtman Wealth Management understand that every individual and family has unique financial needs. We offer personalized and customized portfolios that are specific to you. We also believe that you deserve complete transparency and to know where your money is being invested.
Here you can learn more about how Dechtman Wealth Management stands apart from the rest.
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Dechtman Wealth Management | Do-It-Yourself (Vanguard, Fidelity, etc.) | Online Robo-Advisor (Wealthfront, Betterment, etc.) | Independent Wealth Management Firm | Commission-Based Advisor or Broker |
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| Investment Management | |||||
| Diversified investment portfolios | |||||
| Low-cost investing | |||||
| Tax-efficient fund placement | |||||
| Strategic tax-loss harvesting | |||||
| Periodic rebalancing of a portfolio’s assets | |||||
| Systematic portfolio stress tests | |||||
| Advice on tax-free investment strategies | |||||
| Access to institutional world-class fund managers | |||||
| Incorporating 401(k) accounts into investment strategies | |||||
| Small business retirement plan strategies | |||||
| A behavioral wealth advisor to prevent emotional decisions/mistakes | |||||
| Outsourcing of time & stress required to manage portfolio | |||||
| Financial Planning | |||||
| Proactive advice on all finances | |||||
| Retirement income planning | |||||
| Net worth projections to guide financial decisions | |||||
| Social Security maximization analysis | |||||
| Advisors who understand your career and financial trajectory | |||||
| Integrating assets not directly managed by advisor | |||||
| Customized plan that incorporates tax planning and investments | |||||
| Estate planning recommendations | |||||
| Outsourcing of time & stress required to make financial planning decisions | |||||
| Legacy planning | |||||
| Guidance on tax-advantaged charitable giving | |||||
| Help in building a team of experts to meet all your financial needs (CPA, Estate Planning Attorney, Business Succession, etc.) |
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and Dechtman Wealth Management, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
