Investment management is at the core of what we do. With over 34 years of experience in the investment services business, in Denver, our talented group of financial professionals have extensive knowledge and a strong portfolio managing wealth investments in both up and down markets. Having expert knowledge 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.
There has been a trend in the wealth management industry to over-complicate the investment process. This complexity has hurt investors’ performance and caused some distrust because they do not know how their money is being invested.
At Dechtman Wealth Management, we believe that everything should be made as simple as possible, but not simpler. You should know exactly how your money is being invested and the entire process should be completely transparent.
We use a disciplined investment process that has been tested over many different market cycles over the past 30+ years. Our Denver team analyzes all aspects of your current financial situation prior to building your personalized wealth management plan. From there, we discuss the plan in a straightforward way to make sure you are comfortable with our recommendations. Once the strategy is put in place we constantly monitor your investments and make adjustments as necessary.
When it comes to investing, Dechtman Wealth Management is here for you every step of the way. Our investment management services are suitable for everyone, from rookie investors to those who have been investing for decades. No matter your situation, we are here to help with the following services.
Having a diverse 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 ensure you have a variety of strong investments in your portfolio.
Dechtman Wealth Management employs certified financial planner (CFP) professionals to assist you in making smart financial decisions. We can help you figure out which types of bank accounts you should have and how to fund them accordingly.
As part of our wealth investment management, we help you select suitable investments with asset allocation. This means dividing your investment portfolio into different asset types, including stocks, bonds, and cash.
Depending on your asset allocation mix and your goals for investing, it is necessary to periodically rebalance your investment portfolio. We do this through buying or selling assets to keep your portfolio varied, yet balanced.
Dechtman Wealth Management operates on four basic principles:
Based on these principles, we help you create a personalized plan with our investment management services. With diverse portfolios, balanced asset allocation, and in-depth knowledge of how to let the market work for you, you’ll be set on the path to financial success.
We Are Here to Help
By leveraging our disciplined investment process, you receive complete transparency of information, straight forward fees, and seamless proactive investment management services. Located just outside Denver, 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 customers first.
If you want to start preparing for your retirement, or would like a second opinion on your investments, please give us a call and we would be happy to visit with you.