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 competition:

Dechtman Logo Dechtman Wealth Management Do-It-Yourself (Vanguard, Fidelity, etc.) Online Robo-Advisor (Wealthfront, Betterment, etc.) Independent Wealth Management Firm Commission-Based Advisor or Broker
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.)