What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 12pm

Dechtman Wealth Management

I’m often asked the question, “What drove you to become a financial advisor?” and my answer to everyone is that I have experienced things in my personal life that led me down this path. Growing up I watched my father, a successful business owner, make poor financial choices and take bad advice regarding investments. At the age of 48, my father passed away, leaving my mother widowed with four young

children under the age of 18. Being the oldest, I immediately inherited a sense of responsibility and determination to take care of my mother and my siblings. I attended the University of Arizona to study finance and began my lifelong commitment to work with others to help them plan and prepare for their financial future. And so it is with a kind heart and all the knowledge that I possess that I have been serving those for over three decades to save wisely and retire comfortably with dignity. Many times, emotions get in the way of making smart financial choices. Our goal is to positively impact our client’s retirement by assisting them in making important financial decisions. Our strategies are focused in retirement income planning, tax reduction planning and estate planning. At Dechtman Wealth Management, we will discuss your personal values, goals and needs to assist you in designing and implementing your one-of-a-kind financial plan. We do this through a very thorough and detailed process we call; “The Dechtman Wealth Management System.” This system involves our team analyzing your specific situation and utilizing state of the art investment tools to build a customized strategy in an effort to meet your long-term needs. Dechtman Wealth Management is an independent, fee-based financial advisory firm serving our clients best interests. Whether you’re already retired or retirement is years away, it’s never too late to get a second opinion for your financial planning needs. Please call the office to schedule a complimentary consultation to review your investment 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.

03/21/2022

Dechtman Wealth Management updated their info in the about section.

Claim ownership or report listing

Want your business to be the top-listed Accountant in Centennial?
Click here to claim your Sponsored Listing.

Our Story

Our Founder & CEO, Jordan Dechtman, established Dechtman Wealth Management in 1984 but his journey to becoming a wealth management advisor really started in 1980 when his father passed away when he was 18 years-old. He saw the struggles his mother dealt with while trying to manage the family’s finances. It was during this tough period that Jordan knew his passion in life was to help our clients gain clarity, control and confidence in their financial decisions.

Since our founding, Dechtman Wealth Management’s mission is to:

Facilitate life transitions: From an unexpected loss or divorce, to selling a business or starting one, we offer tools to get you through your journey.

Serve your needs: We seek to meet all your personal wealth management needs. As fiduciary advisors we always act in your best interest and are held to a higher standard of care. Our team never sells proprietary products and our recommendations are free from conflicts of interest.

Grow and protect your wealth: Combining a disciplined investing strategy with ongoing research, management and monitoring, we’ll build a personalized investment portfolio that aligns with your goals.

Treat every client as if they’re apart of the family: We’re a family owned business that provides the resources and expertise of a large firm, without sacrificing client service and communication.

Our focus is to get to know you and to understand your goals. We start by answering important questions. When would you like to retire? Are you taking the right level of risk? How will taxes impact your financial situation? How are your investments allocated?

As an experienced team of financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals, we deliver a holistic wealth management experience. And as fiduciaries, we hold ourselves to the highest legal, ethical, and moral standards. Whether you’re a successful business owner, retiree or pre-retiree, or dealing with an unexpected life transition, we’re here to help you.

Finances and investments can feel overwhelming and complex, but we can help you organize, streamline, and understand your complete financial picture. At Dechtman Wealth Management, we can help you stop worrying about the daily ups and downs of the market. Work with us and focus on what really matters: growing and protecting your wealth. Please call (303) 741-9772 or email ([email protected]) to schedule a complimentary consultation to review your wealth planning needs.
--------------------------------------------------------
Securities offered through Securities America, Inc. Member FINRA/SIPC. Jordan Dechtman and Sam Dechtman, Registered Representatives Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Jordan Dechtman, Sam Dechtman and Adam Dechtman Registered Investment Advisor Representatives. Dechtman Wealth Management and Securities America companies are unaffiliated. Securities America and its representatives do not provide tax or legal advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Videos (show all)

Monthly Financial Insights: Tax Reform 2018

Monthly Financial Insights: Business Planning December 2017

Monthly Financial Insights Asset Allocation June 2017

Website

https://dechtmanwealth.com/

Address

7807 E. Peakview Avenue, Suite 410
Centennial, CO
80111

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 12pm

Other Financial Planning in Centennial (show all)

Liz Windisch, Certified Financial Planner
3939 East Arapahoe Road, Suite 100
Centennial, 80122

✨ I help amazing women like you get their finances in order.

RCS Wealth
3989 E Arapahoe Road Suite 210
Centennial, 80122

We provide guidance and strategies that grow your wealth so you never have to worry about the future!

NewMaker Financial
7173 S Havana Street Ste 600/153
Centennial, 80112

Your future can be exciting again. Make it new with NewMaker Financial.

Mosaic Retirement Planning
7200 S. Alton Way, Suite B290
Centennial, 80112

Mosaic Retirement Planning, LLC is an investment advisory and financial planning firm, holistically advising on retirement income, investments, insurance, risk management, social s...

Eggert Financial Management
7200 S Alton Way, Ste A-210
Centennial, 80112

Eggert Financial Management provides financial advice for people who want to protect & grow wealth.

AM Financial - Divorce Financial Services
9155 E Nichols Avenue
Centennial, 80111

Divorce Financial Services: the financial information needed to make informed decisions regarding th

Centennial State Wealth Advisors
5161 E Arapahoe Road, Ste 300
Centennial, 80122

FIT Wealth Management
8668 Concord Center Drive
Centennial, 80112

FIT Wealth provides individuals, families, and business owners a unique wealth management experience