Wealth Management Philosophy
For many, the current financial climate has ravaged investments, dashed retirement plans and diminished nest eggs, making wealth management consultants more important than ever. Jordan Dechtman Wealth Management is an independent firm that has a fee-based, zero-commission structure that is not tied to a limited list of investments. Our wealth management consultants review thousands of investments and recommend those we believe are best suited for our Clients’ portfolios.
When you are evaluating wealth management consultants, you may choose to seek advanced investment management advice that provides key elements tailored to meet your personal goals and objectives. These fundamentals may include financial planning, estate planning, tax strategies and investment management. Our Financial Advisors want to formulate a wealth management plan that will grow and sustain your long term finances. Our wealth management consultants are headquartered in Denver, Colorado, providing a locally-based, personalized approach to our investment advice because we want to build a relationship with our clients that will last a lifetime.
The process begins with a complimentary consultation with one of our experienced, credentialed wealth management consultants. During the session we will discuss your long and short term goals, how you want your holdings structured and the level of risk you are willing to take in your investment portfolio. This consultation will form the basis for the construction of a plan that is designed around your specific needs, goals and objectives. Once your customized plan is implemented, our wealth managers will carefully monitor your portfolio and regularly review it to recommend suitable changes.