Dechtman Wealth Management

About Dechtman Wealth Management

Dechtman Wealth Management is a family-owned fiduciary financial advisory firm based in Denver, Colorado. Their mission is to act in their clients' best interests, providing customized wealth management strategies focused on financial security, tax reduction, and transparent advice to support clients' financial goals.

Products & Services

Financial Planning:Defining personal goals and implementing strategies with support from fiduciary investment advisors.

Investment Management:Helping clients maximize investments with experienced wealth management professionals.

Retirement Planning:Comprehensive guidance focused on financial security and stability in retirement.

Tax Planning:Strategies to reduce taxes and preserve money through careful monitoring of personal tax situations.

Social Security Benefits Analysis:Analysis to optimize Social Security benefits as part of financial planning.

Transparent Costs:Clear and straightforward cost structures for financial services.

Medicare Planning:Planning assistance for Medicare as part of retirement and health cost management.

Estate Planning:Guidance on estate planning to ensure proper asset distribution and legacy planning.

Specialties

Fiduciary Wealth Management Retirement Planning Tax Reduction Strategies Customized Financial Strategies

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Investment T: - FT: Strategic Investment	A: 800000000 MR: - FA: $800 million in assets FAN: 800000000	D: 2024-12-12 FD: 2024-12-12	1 investors

Strategic Investment Latest

2024-12-12

$800.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Morgan Adams

D

Dechtman

Founder

J

Jordan Dechtman

Founder & Senior Wealth Advisor

S

Sam Dechtman

Senior Wealth Advisor

A

Adam Dechtman

Senior Wealth Advisor

L

Linda Roberts

Director of Compliance

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