Dechtman Wealth Management

Dechtman Wealth Management is a financial planner in Denver, CO. As a family-owned fiduciary firm, the practice provides comprehensive wealth management services including retirement planning, financial planning, tax reduction strategies, social security analysis, Medicare planning, and estate planning. The team acts as a fiduciary, obligated to always act in the client's best interest, and does not sell in-house or proprietary products. Clients receive customized financial plans tailored to their specific goals and circumstances. The firm holds a rating of 4.90 based on client reviews.

The practice was founded in 1984 and has operated for over 38 years, serving individuals and institutions in the Denver area. The leadership team includes Jordan Dechtman, Sam Dechtman, and Adam Dechtman, all of whom serve as Senior Wealth Advisors and Partners. Sam Dechtman and Adam Dechtman hold Certified Financial Planner designations, with Sam also holding a Certified Financial Specialist credential and Adam holding an Accredited Investment Fiduciary credential. The team operates based on principles of transparent communication, straightforward fees, and treating every client like a family member. One long-term client, who has worked with the firm for 25 years, began with IRA accounts and later added investments from the sale of a retail business and a commercial building, using the earnings to supplement retirement income. The firm also offers personal trust services, handling day-to-day administration, distribution calculations, and successor trustee duties to preserve family wealth across generations.

The office is located at 5975 S Quebec St #370. It sits on North Quebec Street, which is immediately adjacent to the building. The area includes several notable landmarks within a short distance. Victory Prepatory Academy is about a third of a mile away. Salud Family Health Center is approximately four-tenths of a mile from the office. North Quebec Parkway runs about four-tenths of a mile away, as does the Postal Bulk Mail Facility. Rose Hill Elementary School is also located about four-tenths of a mile from the practice.

Dechtman Wealth Management brings nearly four decades of fiduciary experience to the Denver financial planning sector. The firm focuses on protecting assets, generating growth, and reducing taxes through personalized strategies. This long-standing commitment to client interests and transparent guidance defines the practice's role in the local community.

Services:

• Estate Planning
• Investment Management
• Retirement Planning
• Social Security Benefits Analysis
• Tax Planning