My journey to becoming a wealth management advisor in Denver really started when my father passed away when I was 18 years old. I saw what my mother was going through and the struggles she had managing her finances.
It was during this tough period where I knew my passion in life was to help others achieve financial freedom. Whether it be through assisting others with retirement planning help or managing people’s hard-earned assets, I was determined to help people achieve financial success. So, I attended the University of Arizona to study finance and after I graduated I established what is now Dechtman Wealth Management.
Since I founded the firm in 1984, my career as a wealth management advisor in Denver has operated based on four basic principles – always do what is best for the client, provide straight-forward fees, have transparent communication, and treat every client like a family member.
Our focus is to get to know you and to understand your goals. Once we have a good understanding of your goals and objectives, we create a customized financial plan that is tailored to meet your specific needs.
Your unique situation is not the same as your neighbor down the street or your Aunt Sally. That is why we feel creating a personalized plan is the only way to approach the planning process. You are not getting a cookie cutter plan and we do not sell in-house or proprietary products.
We are independent and always act in your best interest as Fiduciaries. We welcome the opportunity to explore how we may be able to assist you. From retirement planning help to social security analysis, we are motivated as wealth management advisors by seeing other people succeed! Reach out today and let’s plan something amazing for your finances.