You should know exactly how much you’re paying and what you’re paying for. It’s important to work with a firm that believes in holistic advice, not earning high commissions by selling you products.
When you work with our honest team, we believe in full transparency. Our advisors will explain the management cost using common language, and show how the cost structure aligns with your financial goals. Experience the benefits of working with us firsthand. Reach out to speak with an advisor today!
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Everything we do at Dechtman Wealth Management is in the best interest of our clients. As a cost-based financial planner in Denver, we offer a simple and transparent tiered advisor cost that is based on your portfolio’s size and complexity. It is designed to reduce conflicts of interest, align our incentives, and put you in the best possible position to succeed. We manage your money as if it were our own and work to keep expenses as low as possible. The better you do, the better we do.
Unfortunately for many individuals in the Denver area, they work with a firm that doesn’t offer this cost-based structure. Many asset managers charge commissions on products they sell in addition to management costs. We believe this creates a huge conflict of interest. The asset manager is incentivized to sell you the most expensive product, which can sometimes pay them commissions up to 7%!
As cost-based financial advisors, we enjoy working with individuals and their families who live life with drive and purpose. You have experienced firsthand the value of hard work and want to preserve your wealth for the people and causes you care about.
For over 38+ years, we have served thousands of clients in Denver, Colorado and around the country to help them achieve their financial goals. We specialize in helping retirees and pre-retirees, business owners and executives, and women in transition. Dechtman Wealth Management focuses on high-net-worth individuals with investable assets of $500,000 or more. Some exceptions may be made depending on the situation.
When comparing portfolio management services, remember advisory costs misaligned with your interests can jeopardize your retirement goals. That’s why at Dechtman Wealth Management we believe a straightforward investment strategy with transparent costs based on the size of your assets is the best way to help clients.
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 and we would be happy to visit with you.
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.
