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Our Fiduciary Oath

When it comes to matters of your money, there’s too much at stake not to be selective about the people you trust to guide your financial decisions. You need someone who is genuinely dedicated to improving your financial life — not their own.

At Dechtman Wealth Management, our team always acts in our clients’ best interests, and we’ve taken the Fiduciary Oath to prove our commitment to always act with integrity. If you’ve never heard of the Fiduciary Oath and aren’t sure what it entails, we’ll provide some clarification in the sections to follow.

What is the
Fiduciary Oath?

A fiduciary is an individual with an ethical and legal responsibility to act with the best interests of their clients at heart. Doctors, lawyers, and accountants are good examples of fiduciaries. When financial  professionals take the Fiduciary Oath, a highly revered code of ethics, they are obligated to follow several rules, according to The National Association of Personal Financial Advisors:

  • To act with honesty, transparency, and in good faith
  • To immediately make clients aware of conflicts of interest that could affect them
  • To refuse compensation for referrals

In finance, a fiduciary must only recommend financial products and services that are a good fit for their client’s unique financial circumstances. When you select a financial advisor that is also a fiduciary, you can be confident  you’re receiving sound financial advice.

The Benefits of Choosing a
Fiduciary Financial Advisor

Having a fiduciary relationship with your financial advisor also means you’ll have an honest and knowledgeable individual to help you navigate life. When something unexpected happens, your advisor can help you quickly adjust your financial plan in the way that’s best for you.

Fiduciary Advisors can be trusted to look out for your best interests while investing on your behalf. Perhaps the best part of working with an experienced fiduciary is their sincere concern for your financial success and their desire to help you maximize your money and achieve your monetary goals.

Why Choose Dechtman Wealth Management?

At our Denver-based firm, we take pride in the wealth management fiduciary services we offer our clients. Being a family-owned fiduciary firm, we hold ourselves to a higher standard when it comes to managing our clients‘ hard-earned money. We believe that you should know exactly how your money is being invested and how much you are paying in costs.

Your financial advisor should speak to you in common language and not use industry jargon that you do not understand. Ultimately, you should feel comfortable that your financial advisor is always putting your best interests first. We have always operated on those beliefs, but sadly, that is not always the norm in the financial services industry. Through our 38+ years of experience and industry knowledge, our professional financial advisors will assist you in achieving your financial goals.

As a trusted Denver based fiduciary firm, schedule an appointment with us so we can help you reach your financial goals.

The Dechtman Fiduciary Oath

At Dechtman Wealth Management, we commit to the following five fiduciary principles:

  • We will always put our clients’ best interest first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
  • We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in our clients favor, any unavoidable conflicts.

We Are Here to Help

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.