Denver Financial Planning Services
Building, monitoring, and updating a comprehensive financial plan makes your goals a priority in the big picture. At Dechtman Wealth Management, we take a holistic view of financial planning in…
Thank you for contacting Dechtman Wealth Management. We are looking forward to talking with you.
You should expect to hear back from a member of our team today if at all possible. If you completed our contact form after 5:00 PM, over the weekend, or on a holiday, we will be in touch on the next business day.
In the meantime, please consider scheduling a free assessment through Calendly. It’s easy to do, by clicking the purple button on the bottom right-hand corner of this page or clicking here.
This is NOT a sales call. The purpose of this call is to answer your questions + determine if there is a potential fit between our knowledge and experience, and your needs.
The Dechtman Wealth Management Approach
The financial advisors at Dechtman Wealth Management understand that every individual and family has unique financial needs. We offer personalized and customized portfolios that are specific to you. We also believe that you deserve complete transparency and to know how your money is being invested.
As you may have already seen on our website, we have a time-tested approach to wealth management that implements industry best practices.
That approach, which you can read about in detail here, is predicated on the following principles:
- Tune Out the Noise
- Minimize Costs
- Let Markets Work for You
- Asset Allocation
- Practice Smart Diversification
- Focus on What You Can Control
- Rebalancing
- Manage Your Emotions
- Avoid Market Timing
Being a family-owned fiduciary firm, we hold ourselves to a higher standard when it comes to managing our clients‘ financial futures. That is why we took a Fiduciary oath to only ever operate in our clients’ best interests. As Registered Investment Advisors, fiduciary standards are a vital part of how we operate, and the standard of care we provide our clients.
See our latest blog posts
We strongly believe in educating our clients, and our potential clients. Our blog is an excellent source of information and insights:
