Jordan Dechtman Wealth Management is headquartered in Denver, Colorado, but we service many clients in many states. Our experienced, dedicated wealth management team offers the following services.
Portfolio Management
Our investment process leverages our 50 years collective investment management experience.
Tax Planning Strategies
Our skillful tax planning strategies help our clients minimize the impact of excessive taxes.
Wealth Plan
Our team of experts will design a plan that directs you from your current financial situation towards financial freedom. Because the only constant in life is change, we will provide regular reviews and modifications, assuring that your Wealth Plan are current and dynamic.
Risk Management
Our team of specialists will calculate the transferable risks which could be catastrophic to your portfolio and to your family.
Estate Planning
Upon death, you can leave your money to your family, your charities, or to the government….and you must choose two out of three. Our specialists will maximize the distribution of wealth to meet your objectives. We will establish a comprehensive estate plan that leaves little to chance.
Schedule an Appointment
Give us a call today – 303-741-9772, fill out our form below or email jordan@jordandechtman.com to schedule a no-obligation appointment for a financial or retirement portfolio review.
Income distribution planning is one of the most important areas for proper retirement planning. The ability to provide dependable and predictable income distribution will be necessary to enjoy a comfortable retirement. The Income for Life Model™ is a proven retirement solution which focuses on providing lifetime, inflation-adjusted income.
