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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