Our Commitment to You
It is our belief that comprehensive wealth management begins by focusing on an individual’s financial situation, goals and risk tolerance level. At Jordan Dechtman Wealth Management, our process results in a financial plan that is customized to support the goals of each of our clients. Whether you are working or retired, own a business or work in a corporation, have a high-net worth are focused on wealth accumulation or retirement income planning, our Team of Financial Advisors are passionate about leveraging their expertise to provide you with the highest possible level of service. To ensure that you are delighted at every step of your experience with us, Jordan Dechtman Wealth Management offers you the following commitments:
- We are genuinely interested in you and have your interests foremost in our minds.
- We will make every effort to understand your unique needs, values and goals…before recommending any financial strategies.
- We will apply well-researched, academically sound investment strategies when customizing an Investment Plan for you.
- We strive to provide advice that is designed to be suitable and appropriate based on your objectives and a proven comprehensive wealth management process.
- We will leverage our Expert Advisory Network to the best of our ability to provide you creative solutions to your most pressing financial challenges.
- We will regularly and systemically monitor your Investment Plan and portfolio as part of our comprehensive wealth management process.
- We believe that Client conversations are best served by open, forthright, two-way dialogue. We value your input and will actively solicit and listen to your questions, opinions and preferences with the goal of providing clear feedback and delivering satisfying solutions.
- We will endeavor to provide you with the highest standards of professional ethics, responsibility and continuous improvement as part of our wealth management service offering.
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.