Centennial, United States
Dechtman Wealth Management is an independent, fee-based financial advisory firm established in 1984. It prides itself on providing the resources and expertise of a large firm while maintaining a focus on client service and communication. The company's slogan, "It’s never too late to get a second opinion for your wealth planning needs," emphasizes their commitment to offering personalized financial planning solutions.
Targeting pre-retirees, retirees, business owners, and individuals undergoing life transitions, Dechtman invites potential clients to schedule a complimentary consultation to review their wealth planning needs. However, the company discloses the varying degrees of risk associated with different types of investments and makes it clear that it's not a law firm or certified public accounting firm, thus, offering personalized investment advice is crucial to clients.
As an SEC registered investment adviser located in Centennial, CO, Dechtman focuses primarily on the finance, financial services, and wealth management industries. The lack of specific details regarding its headquarters, last investment, and last investment investors leaves room for further exploration into the company's growth and funding sources. More in-depth research and due diligence would be needed to fully evaluate the potential of Dechtman Wealth Management as a viable investment opportunity.
