Dechtman Wealth Management

Established in 1984, Dechtman Wealth Management is an independent, fee-based financial advisory firm dedicated to helping our clients grow and protect their wealth. We’re a family owned business that provides the resources and expertise of a large firm, without sacrificing client service and communication. Whether you’re a pre-retiree or retiree, business owner, or an individual going through a life transition, it’s never too late to get a second opinion for your wealth planning needs. Please call (303) 741-9772 or email ([email protected]) the office to schedule a complimentary consultation to review your wealth planning needs. IMPORTANT DISCLOSURE INFORMATION Dechtman Wealth Management, LLC [“Dechtman”] is an SEC registered investment adviser located in Centennial, CO. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Dechtman, or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Dechtman is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Dechtman. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.dechtmanwealth.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.

网站

https://dechtmanwealth.com/

Dechtman Wealth Management 的外部链接

所属行业

金融服务

规模

2-10 人

总部

Centennial，Colorado

类型

自有

创立

1984

领域

Investment Planning、Retirement Income Planning、Portfolio Management、Tax Reduction Strategies、Estate Planning、Income Planning、Social Security Strategies、Financial Planning、Medicare Analysis、IRA Rollover和Investing Inheritance