Financial Advising in Centennial, CO

“My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my retirement from an agency with the State of Colorado. What we learned, unfortunately, the hard way, is the cornerstone of aligning our goals/values/needs with a wealth management firm, is communication style.

Dechtman Wealth Management, just moved to 5975 S. Quebec, and they are even more convenient to our house. Yay!

Happiness for us is being treated professionally with respect and appreciation of our unique investment needs. If you feel that you are being treated based upon the amount of investments you are placing into the hands of a firm, you need to strongly consider walking away, with your current balance in hand.

We put Dechtman Wealth Management (DWM) through our checklist (yes, to pass):
fiduciary standard
certifications
firm culture
services offered
fee structure
years in business
national and professional reviews

We cannot say enough about how wonderful our two main contacts are: Sam Dechtman and Christie Kezlan. We talk about our pets, children, grandchildren and other things we have in common. Those conversations have value for us.

Their focus is always on meeting our needs; silly questions, web site questions, forms, apps, what terms mean… No matter the size, shape or color of our issues, they gladly help and guide us forward. That being said, Sam and I do not always view the financial/economic/political world in the same way. I have to remind myself of the goals we set for him. Is/has he met those goals? Yes, consistently and overwhelmingly. Is he a really likable fella? Sure nuff!

Is DWM a perfect fit for everyone, of course not. For us, DWM fits our laid back retirement style, with the added bonus of having our phone calls returned in a timely manner, our silly questions being answered without feeling like we should not ask them, and just the feeling that, regardless of our wealth, we matter.”

“Excellent professional consulting service. Emmanuel skillfully walked me through the business opportunities and realities that gave us valuable information to run our business with. Great experience!”

“LT has been great to work with and they have been very responsive to our needs. I would highly recommend working with them. Their team is knowledgable and professional.”