Sam Dechtman, Cfp®, Cfs® Email & Phone Number

Denver, Co, Us

Centennial, Colorado, Us

As a Wealth Advisor at Dechtman Wealth Management, I provide financial advisory services to high net-worth individuals and business owners. Our dedicated team of wealth advisors apply their broad base of experience to customize solutions for our clients in the following areas:• Financial Planning• Retirement Income Planning• Investment Management• Tax Reduction Strategies • Social Security Analysis• Medicare • Estate Planning• Life Insurance • Long-Term Care Insurance Please visit our website for additional details on the services we offer and the ways we can help improve your financial situation. Website – http://www.dechtmanwealth.comOffice Phone – (303) 741-9772Location:Dechtman Wealth Management7807 E. Peakview Ave., Suite 410Centennial, CO 80111 IMPORTANT DISCLOSURE INFORMATIONDechtman 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.

New York, Ny, Us

I provided wealth management advice to financial advisors, located in New York City, on a wide array of topics to help them meet their clients' goals and objectives. My main responsibility was to provide assistance with investment management. I advised on how to structure clients' asset allocations, which investments were appropriate based on their needs, and provided my capital markets outlook - on the U.S. economy and internationally. I also gave advice on Social Security, strategies to reduce taxes, and other advanced financial planning topics.

New York, Ny, Us

Berwyn, Pennsylvania, Us

As a regional consultant intern, I assisted the sales team by providing advisors with multiple reports to help them more effectively manage their client's assets. Primarily, I generated current asset analyses, created UMA models, and helped determine suitability for a client interested in switching money managers. All of the tasks aforementioned involved work with excel and our company specific online platform. In addition, I performed a competitor analyses for the product development team.

Bachelor Of Business Administration (B.B.A.), Marketing; Risk Management & Insurance

Bachelor Of Business Administration (Bba), Marketing; Risk Management & Insurance

Bachelor Of Business Administration (B.B.A.), International Marketing