The Dechtman Wealth Management team always acts in our clients’ best interests and we took the Fiduciary Oath to cement our commitment to always act with integrity.
We believe in placing our clients’ best interests first. Therefore, 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.
Founder and CEO