Dechtman Wealth Management has helped clients achieve their financial goals for over 35 years. The economic and market landscape constantly change but what makes us different is our unwavering commitment to upholding promises.

Your Advisor

  • You work with a local, family-owned financial advisory firm that’s helped clients work towards their financial goals for over 35 years.
  • Your wealth advisors are fiduciaries who are legally, ethically, and morally bound to act in your best interest. We are independent so we don’t take orders from a corner office; you are our only priority.
  • You will receive a personalized and customized portfolio that's tailored to your specific needs, taking into account your investment objectives, risk tolerance, time horizon, cash flow needs and other factors specific to you.
  • You will benefit from a disciplined, repeatable investment process based on an investment approach that has been refined over numerous market cycles.
  • Your investments will be explained using common language so it’s simple, clear, and easy to understand.
  • You receive low-cost, institutional pricing to some of the world's best asset managers without the typical sales loads associated with commissioned brokers.
  • Your wealth advisor will keep you up-to-date on your portfolio and help you stay on track to reach your goals.
  • You will receive complete access to our comprehensive services, including investment management, financial and retirement planning, tax planning, and estate planning.
  • Your nationally recognized team of experts includes, CERTIFIED FINANCIAL PLANNER™ practitioners, CPA’s, Attorneys, Certified Fund Specialist™, and an Accredited Investment Fiduciary®.
  • Your management fee is simple, transparent, and straight-forward. Our fee structure aligns our incentives with your best interests.