Dechtman Wealth Management

Dechtman Wealth Management

Financial Services 7807 E Peakview Ave 8 employees
Employees
8
Contacts
2
Emails
2
Phones
1

Dechtman Wealth Management Overview

Headquarters
7807 E Peakview Ave
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
8
Founded
1984
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About 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 (info@dechtmanwealth.com) 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.

Dechtman Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Dechtman Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Lauren Foster Director of Operations
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Jordan Dechtman Founder and CEO at Dechtman Wealth Management
Email Phone
Sam Dechtman, Cfp®, Cfs® Certified Financial Planner™ - Helping Clients with Their Financial Future
Email
Kathy Lippert Director of Communications
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Employees by Management Level

Individual contributor 3 profiles
Director 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1
Finance 1 1 0
Sales 1 1 0

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