Inheritance

Receiving an inheritance is overwhelming, but you don’t have to figure it all out on your own. We work with individuals who inherit money and need help making smart decisions with their newfound wealth.

It’s wise to seek objective, unbiased advice during life-changing moments so you don’t make costly mistakes. The financial advisors at Dechtman Wealth Management are here to help you gain clarity and provide you with effective strategies to make sure your money lasts.

Here’s how our asset management

services can help you!

Explain tax implications and how to take control of those assets
Provide solutions on how to minimize taxes
Create a comprehensive plan to ensure your money will last
Build a customized, tax-smart income strategy
Consolidate your investments into a coordinated strategy

Schedule a Free Assessment

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.