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Investment and Wealth Management in Denver
Many people understand the importance of investing, but they lack the confidence and know-how. Dechtman Wealth Management is here to help you build a strong and diversified portfolio. Our objective is to advise you through a well-designed, time-tested, and repeatable investment process.
Our friendly and transparent, Colorado-based, investment management team can advise those in retirement to those in the middle of their careers. At our offices in metro Denver, wealth management conversations are always open. Schedule your free assessment today.
Investment Management
Investment management is at the core of what we do, and we have a wealth of experience. Over 40 years as an investment management group in Denver has helped us refine our process to investing.
Our talented group of financial professionals has extensive knowledge and experience managing investments in both up and down markets. Decades of experience in asset management are important to creating and sustaining wealth over time. However, we believe temperament, patience, and a disciplined investment process are also key to achieving financial success.
We take the time to understand your goals and tailor a thoughtful, experienced-based, and sustainable investment management strategy. Looking for Colorado investment management? We’re here to share our experience and knowledge through a friendly, informative, and client-focused approach.
Create a Plan for Achieving Your Financial Goals
Schedule Free AssessmentWhat Makes Us Different
The wealth management industry as a whole tends to over-complicate the investment process. Failing to disclose how money is invested is an especially common problem. Unfortunately, that approach ultimately hurts investor performance and trust.
We take a different approach to investment management at our Colorado office.
At Dechtman Wealth Management:
- We’re fiduciaries, obligated to always put the best interests of our clients first.
- Our process has been tested and proven over 40 years.
- We make the investment process simpler.
- Our team analyzes your financial situation before building your custom investment portfolio.
- We make sure you understand and approve our strategy.
- We’re transparent about where your money is being invested.
- Once the strategy is in place, we continually monitor and adjust your investments as needed.
The world of finance and investment is complex and often difficult to fully understand. The investment portfolio managers at Dechtman Wealth Management handle the heavy lifting and implement progressive financial strategies for you. Let us be your knowledgeable and supportive partner for investment and asset management in Denver.
Why Choose Dechtman Wealth Management?
For more than 40 years, the Dechtman Wealth Management team has been dedicated to helping clients achieve financial stability and security. We work towards this goal by providing personalized investment management, retirement planning, and other comprehensive services.
With all the professional investment management firms out there, why should you choose Dechtman Wealth Management? The difference is in our approach.
We Offer Experience
In the complex world of investing, some things are only learned through experience. The Dechtman Wealth Management team brings 40+ years of industry know-how to the table. We leverage those resources to help benefit your investment portfolio.
We Invest Wisely
Depending on where you are in your life, your financial investment goals could be vastly different from someone else’s. We practice asset allocation to ensure an individualized approach to your unique goals. It’s a key part of our wealth management services in Denver.
We Practice Smart Diversification
We know it’s essential not to put all your eggs in one basket. Your portfolio is diversified to help you balance risks while providing for growth.
We Understand the Market
A vast, ever-changing domestic and global market is difficult to grasp. With more than 40 years of investment experience, our team understands how to navigate market turns and timing with optimism and realism.
We Keep You Involved
As we’re handling your financial portfolio, we think it’s important that you stay involved every step of the way. And if you’d prefer a more hands-off approach, we’re more than happy to take the reins. It’s your money and your financial future — you deserve to be involved and informed.
We Believe in Transparency
We want you to gain a firm understanding of how your money is invested. That’s why we offer a transparent management cost that give you access to our entire suite of comprehensive services.
At Dechtman Wealth Management, we are committed to treating every client like family by offering insight and support specific to your financial needs.
Our team values proactive communication. We strive to always keep you informed and involved when you want to be. Above all else, we’re dedicated to doing what’s right for each client to help them achieve their financial goals.
What people are saying about Dechtman Wealth Management
Jordan, Sam, and Adam have been amazing to work with over the last few years. They keep a close eye on the markets, they come to the table with experience and perspective, they are always available even when I know they manage much larger portfolios than my own, they are friendly and kind, they proactively send newsletters that provide insights on markets and world events, they have free shred days and pies at Thanksgiving, and so much more. I called them today for some advice, they took the time to listen to my perspective and will take a look at what my investments look like as a result. I definitely recommend working with this team and I look forward to continuing growing my portfolio with them. Thanks!
We have been with Dechtman Wealth Management for almost 20 years. Jordan has been a trusted advisor for us, with extremely satisfactory results, and his staffers (as well as the next generation!) have given us prompt and professional service with every interaction. They are proactive, responsive to changing economic conditions, and very good at communicating to all of their clients with regular market updates. We are so glad to have found them all those years ago, based on a recommendation from another professional; best advice we ever got!
My husband and I enjoy working with Sam, Christie, and the rest of the team. I highly recommend Dechtman Wealth Management. Very trustworthy, knowledgeable, and kind group of people.A++++
I had a great experience with Dechtman Wealth, and recommend them to my family and friends.
I have been a client of Dechtman for over 10 years. I have been impressed with him and his team. They have given me advice and good instructions whenever I have asked for guidance. I would recommend this company to anyone.
My wife and I have been using the services of Jordan Dechtman Wealth Management for nearly 30 years. We have met with Jordan at least once a year for a complete review of our finances, and often he has provided suggestions as to how to improve our investments. Jordan and his staff are always cordial and promptly handle our withdrawal requests and other matters that arise. We highly recommend Jordan for all of your wealth management and tax needs.Joe and Nickie McMillan.
Jordan and his staff demonstrate the highest integrity and trustworthiness. They reach out and keep communication going throughout the year and have even called us to recommend changes when appropriate. Excellent team. Excellent staff service.
We, Jan and Porter Barrows, have been enthusiastic and highly satisfied customers of Dechtman Wealth Management for twenty-nine years. Jordan Dechtman, his sons Sam and Adam, and the entire Dechtman staff are exceptional professionals with a strong emphasis on customer service.Jordan Dechtman is an active listener. Over the years, we have met with him many times. We have shared our financial goals, and Jordan has developed a financial plan to meet these goals. Through the ups and downs of the Stock Market, Jordan has carefully bought and sold products that have served us very well!In recent years, we have been systematically contributing to our accounts each month. Jordan's kind and professional advice throughout these years is to "stay the course." This has proven to be outstanding advice for the long term. Our portfolio has increased many times over to our amazement and appreciation.
The Dechtman family has been my advisor for almost 10 years now. They have helped me make the best financial choices to improve my financial portfolio. I highly recommend them!
We have been a client of Dechtman Wealth Management for a few years now. We have always been impressed with how responsive Jordan and his team are. We routinely meet with them to review our portfolio and have been very pleased with the results. Having recently retired they were great in helping me with my 401k rollover and pension. We are very confident that are savings is being managed with our best interests at heart. We also appreciate the seminars that they host to keep us informed of what is going on in the market/economy.
Our paths crossed with Jordan and Dechtman Wealth Management more than 20 years ago when we attended a financial planning seminar. We were impressed with his knowledge and personal approach and couldn’t be happier with our decision to work with him. He and his staff are always available to answer any questions or concerns and we personally meet at least once per year to review our accounts. We highly recommended Jordan and Dechman Wealth Management.
Dechtman Wealth Management has managed our retirement funds for nearly 10 years. We've always felt that our investments were in safe hands. The investment managers do a good job of explaining how investments are made and take into account our "risk tolerance". On several occasions they have shown us how our investments are performing and what is our most likely financial future.They have also given us good advice in other areas of financial management such as determining the best approach to starting Social Security withdrawels.The office staff is quick and courteous in setting up appointments and managing paperwork.It has been a pleasure to work with Dechtman Wealth Management.
Jordan and his team are top notch!! We have been clients since 2017! We are currently working on our Retirement and Jordan, Sam and Adam always answer our questions and concerns with great detail! The team is very knowledgeable and professional. We appreciate Jordan's candor. Last, but not least, we love the Monthly Financial Insight Newsletter and the quarterly Zoom calls.
Jordan and his team have been exceptionally helpful, forthright, trustworthy and have done well to educate us regarding the financial climate and the many options available to us to secure our financial future.
I can’t speak highly enough about Dechtman Wealth Management. It’s difficult to make a decision when choosing a financial advisor these days. DWM stood out for me in my research as a company with a personal approach combined with real expertise. After years working together I am absolutely confident in our choice. Jordan, Adam, and all of the people we’ve worked with at DWM have not only provided excellent advice and service, they have also treated us as family. I would recommend DWM to anyone searching for quality financial guidance with the personal attention you often don’t get with a larger firm.
My husband and I are very happy with our decision to work with Dechtman Wealth Management. They are high above the norm, in our view, when it comes to communication, knowledge and professionalism. They work hard to bring important information to their clients in a manner that is understandable at any level. We highly recommend Dechtman Wealth Management.
I have been with Dechtman Wealth Management for well over a decade and I have complete faith and trust in Mr. Dechtman and his company. Mr. Dechtman always 'tells it like it is'. He is honest and forthcoming and doesn't 'sugar-coat' anything - while being very considerate and respectful of my concerns and goals. He always has only given me advice and never has tried to force me to make a decision 'on the spot', but once I have made a decision he always makes sure I am comfortable with my decision and I know what the pros and cons are. Once we are both satisfied with my decision - he is always prompt, efficient, and professional in putting my decision into action. When it comes to reacting to changing conditions - whether it be in the markets, politics, pandemic, gobal economy, global strife, or anything else he is always looking at the big picture and long term impacts - in a very level headed and self disiplined manner. He is very conscientious about keeping his clients informed about currrent conditions and potential future conditions that might impact his clients' long term financial goals. On the business side of things, his staff is very friendly, professional, and helpful. My calls/emails - although very infrequent - are always addressed promptly. The 'customer service' is always outstanding. I am the type of person who would rather change insurance companies than to change my doctor - I found a great doctor 30 + years ago and I have changed insurance companies at least 3 times and still have the same doctor. I feel the same way about having my financial affairs with Dechtman Wealth Management.
Can't imagine working with any other investment advisor. Jordan has done a fine job of making our money work for us through the many challenges the market has faced through the last several years. I would strongly recommend Dechtman Wealth to anyone looking for financial investment help.
The above are unsolicited reviews from current and previous customers. We do not compensate for our reviews. Reviews may not be representative of the experience of other customers. Reviews are not a guarantee of future performance or success.
How to Get Started on Your Investment Portfolio
Are you approaching retirement or in your peak earning years? Different stages of life can require different approaches to wealth management.
Dechtman Wealth Management’s financial advisors are ready to assist you in helping to grow your portfolio, no matter where you are in life and your career. Here’s how it works:
Share Your Goals
We start by talking with you to gain an understanding of your financial goals and objectives. That understanding is crucial for building an investment management plan that truly puts you first.
Portfolio Analysis
We take a look at your existing portfolio and give you our opinion based on our years of experience.
Create a Plan
After analyzing your portfolio, we offer our recommendations and explain the benefits in detail. Clearly defining your goals and crafting a plan to help you reach them is essential for success.
We Go To Work
Our experienced financial advisors implement proven strategies to get you on the path to achieving your financial goals.
We Support You
Your dedicated financial investment advisor is always available to answer your questions and attend to your needs.
Create a Plan for Achieving Your Financial Goals
Schedule Free AssessmentOther Helpful Financial Resources
Dechtman Wealth Management offers you the tools you need to help you put together a thoughtful strategy for your investments. Take a look at some of our helpful resources that can help you feel more confident in your financial journey.
We Are Here to Help
By leveraging our disciplined investment process, you receive complete transparency of information, a straightforward cost, and proactive investment management services.
Located just outside Denver, Colorado, Dechtman Wealth Management is built on the foundation of trust that we have with our clients. Since our founding in 1984, we have acted as fiduciaries and always put our clients first.
If you want to start preparing for your retirement or would like a second opinion on your investments, give us a call and we would be happy to visit with you.
Important Disclosure Information
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Dechtman Wealth Management, LLC [“DWM”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from DWM. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. DWM is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the DWM’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.dechtmanwealth.com.
Please Note: DWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DWM’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please Remember: If you are a DWM client, please contact DWM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently.
Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
