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 diverse portfolio, and to advise you through a well-designed, time-tested, and repeatable investment process.
Our friendly and transparent, Colorado based, investment management team can advise everyone from those in retirement to those at the beginning of their career. Schedule your free assessment today.
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Investment management is at the core of what we do. With over 38 years of experience in the investment services business, in Denver, our talented group of financial professionals has extensive knowledge and experience managing investments in both up and down markets. Having decades of experience in asset management is important to creating and sustaining wealth over time, but we believe temperament, patience, and a disciplined investment process are also key to achieving financial success.
The wealth management industry tends to over-complicate the investment process by failing to disclose how money is invested, consequently hurting investor performance and trust.
At Dechtman Wealth Management:
When it comes to investing, Dechtman Wealth Management is here for you every step of the way. Our investment management services are designed to help investors reduce risk and improve returns to reach their financial goals. The investment management process includes help with the following services.
Having a diversified investment portfolio helps manage risk, reduce uncertainty, and increase the reliability of outcomes. Our investment management professionals guide you through national and global markets to create a balanced and diversified investment portfolio.
Depending on your asset allocation mix and your goals for investing, it might be necessary to periodically rebalance your investment portfolio. We do this through buying or selling investments to keep your portfolio’s risk aligned with your financial goals.
We help select suitable investments through our rigorous asset allocation process.
This means dividing your investment portfolio into different asset types, including stocks, bonds, and cash.
There’s an old adage in investing that says, “it’s not what you make, but what you keep.” Taxes are an important factor to help manage your bottom line, which is why the wealth advisors at Dechtman Wealth Management use many tax-smart investing strategies to help you keep more of your hard-earned money.
Dechtman Wealth Management operates on four basic principles:
Based on these principles, we create a personalized investment portfolio for you. With a diversified portfolio, balanced asset allocation, and in-depth knowledge of how to let the market work for you, Dechtman Wealth Management helps put you on a path to financial success.
By leveraging our disciplined investment process, you receive complete transparency of information, straightforward costs, 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 to get started.
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.
