A strong relationship with a competent, caring and thorough independent Investment Advisor is the best way for you achieve your most important financial goals. At the same time, you want the convenience and comfort of world-class client service. Jordan Dechtman Wealth Management structures its business around your needs, desires and objectives while being careful to maintain objectivity by remaining an independent Investment Advisor.
A key part of the independent investment advisor work is providing strategies to bring greater degrees of security to successful individuals — assisting them to live out a dream, or to live in a better way with more opportunities for fun and family time. Serving clients as an independent Investment Advisor allows us to select from the best investment tools and partners available — regardless of their firm affiliation. In other words, you get Client-focused solutions featuring products and services that are suitable for you, as opposed to corporate mandated products offered by some firms.
- Thoroughness — An elite team of wealth management experts anticipates your financial challenges and addresses them effectively and efficiently.
- Convenience — By centralizing the Wealth Management process, you can spend less time thinking about your financial affairs and more time doing what you love to do.
- Discretion — A high degree of discretion is required order to offer you maximum protection and to protect and preserve your confidentiality.
- Value — Consolidating financial services through Jordan Dechtman Wealth Management helps you reduce your investment costs through more strategic, comprehensive financial planning.
- Independence — As an INDEPENDENT INVESTMENT ADVISOR, we represent you, not any particular company.
Schedule an Appointment Today
Please contact us to schedule a no-obligation appointment for a complimentary review of your
investment or retirement portfolio. Call us at 303-741-9772 , email us at email@example.com or submit your information online now.