We believe in maintaining long-term relationships and providing expert advice as we work with you to formulate a financial plan that reflects your life, your goals and your risk tolerance preferences. Based in Denver, Colorado, Jordan Dechtman Wealth Management has built a Team of Investment Planners that work with our Clients to provide suggestions and advice related to financial topics ranging from investment planning goals to cash flow to tax-advantaged compounding and retirement income. Best of all, with an independent Investment Planner working with you to address your specific financial needs, you can be confident that your investment portfolio is being managed with the goal of achieving your financial objectives. Our Team consists of credentialed, experienced independent advisors that are compensated via salary rather than commission. Focused on providing holistic guidance, our tenured Financial Planners have a broad set of knowledge that spans a range of wealth planning disciplines. This allows them to tailor their recommendations based upon each of our Clients’ personal situations, not that of their advisor firm.
A Fiduciary Relationship
In differentiating Investment Professionals, it is important to determine who they answer to. Is it to their clients or their firm? Many financial organizations offer company owned products, such as mutual funds, annuities and or managed money platforms. Often times, they are paid more on those products or have bonuses based on the use of those products. Inevitably, it is easy for their interests to be more in line with their company, than with providing their clients with the best solution possible.
Jordan Dechtman Wealth Management is an independent investment advisor. With no added financial interest tied to providing one product over the other, our investment product universe is larger and remains strictly objective to tailor a customized financial solution that is in our clients’ best interest. We enjoy the freedom and flexibility to create a plan that best suits the unique circumstances and objectives of each of our clients. Because of this, we are free to present the best and most appropriate investments for your life–stage and needs.
For managing your financial portfolio, we offer a prudent approach based on our fiduciary relationship with you as your trusted investment advisor. Fiduciary duty is generally considered the highest legal duty one party can have to another. As an independent Investment Advisor firm, we have a legal responsibility to always act in your best interests – and we take that responsibility very seriously.
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.