Knowledge, Trust & Integrity

At Dechtman Wealth, we have been serving and caring for the well-being of our clients for more than 30 years. Our core objective is to serve the wealth management needs of each of our clients with the knowledge, trust and integrity that they deserve.

Jordan Small

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Are You Ready for Retirement?

Financial security in retirement doesn’t just happen…It takes planning, commitment, and yes, money. It’s never too early, or too late, to start saving for your future.

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How We Can Help

This short video explains how Dechtman Wealth takes the worrying out of your financial planning for retirement.

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The Dechtman Wealth Management System

As a kid, things were simple. You could fit everything that was important to you in a single box. Life is different now. Do you know where everything is and what everything is worth?

If you don’t, you should. If you want to know, you can.

With the Dechtman Wealth Management System, you can see everything you own in one place. Access your personal website to review and monitor your plan and strategy, set your budget, store important documents…connect with everything you own in one private and secure location.

Financial planning keeps you organized and in-the-know. We can show you how.

Watch a quick video tour of how our Wealth Management System works

Is Dechtman Wealth a Good Fit For You?

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Knowledge

Our proprietary investment strategies are based on 30+ years of extensive research. Our investment approach has prospered the test of time through a wide range of market conditions.

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Trust

What you see is what you get – there is no conflict of interest in how we manage your assets. We always put your best interest first and adhere to the fiduciary standard.

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Integrity

Our goal is to be your primary resource for every wealth management need you come across. We provide our clients with unbiased, straight-forward investment research and guidance.

Stress Test Your Portfolio

Capture Your Risk Number

The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to our decision making process.

Review Your Current Investments

It turns out 4 out of 5 people have more risk in their portfolios that they previously realized. This risk assessment helps empower you to make sure your portfolio matches your personal risk number.

Stress Test Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.

What’s your Risk Number

Risk Number

Capture your risk tolerance and see if your portfolio fits you.

What You Need to Know About Social Security

Social Security Ebook

Social Security is enormously complex.

There are 567 ways to claim your benefits, but no employee at the Social Security Administration is there to advise you on the best strategies for you.

With your complimentary Social Security Analysis you’ll know exactly WHEN and HOW to file for your benefits to achieve your maximum lifetime income.

Taking social security benefits – the right ones at the right time – is one of the biggest financial decisions you’ll make in your retirement. Soon after you claim, your benefits become permanent. You need to get it right. In this free eBook, we offer 5 Secrets & 5 Gotchas to help you navigates social security’s new rules.

Get All of Our FREE eBooks

Ebook Retirement Income Plan Ebook 46 Questions About Retirement Ebook 50 Alarming Statistics About Retirement Ebook 12 Key Questions Every Retiree Must Answer Ebook 44 Social Security Secrets Ebook How Big is Your Retirement Shortfall Ebook Retirement Readiness Checklist

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Latest Blog Posts

  • At Dechtman Wealth our financial advisors help individuals determine the best retirement savings strategy, from front-loading IRA to monthly contributions to retirement accounts. Front-Load Your IRA For Biggest Payoff - Why is making a large investment in your savings at the beginning of the year better than waiting until the end of the year? Arielle O’Shea answers that question in her article below. This strategy, front-loading your IRA, means you’ll benefit from compound interest for the entire year. It isn’t always possible for people to… Read More »
  • millennial_retirement-width-500 For Millennials, It’s Never Too Early to Save for Retirement - Zach Wichter You have probably heard it yourself: the impression that millennials are financial freewheelers. The theory goes that today’s 20- or 30-somethings spend with little regard for savings and even less regard for retiring. Retirement planning experts say that this assumption isn’t entirely accurate — though it is perennially true that most young adults… Read More »
  • Financial Planning Tips for a New Year | Advise from Financial Planners and Jordan Dechtman Wealth Management 7 Family Finance Tips to Consider for the New Year - As 2016 comes to a close, people across the country are starting to plan their New Year’s Resolutions. While exercise or losing weight are common goals, we’d like to recommend a resolution that can have a huge impact on your lifestyle: Creating a Financial Plan for 2017 As Mark Avallone writes in the article below,… Read More »
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