Upon your arrival to the Dechtman Wealth Management office, Kathy is the first to Welcome You with her friendly smile. The entire staff is incredibly personable, and are devoted to helping their clients achieve financial success. Several years ago, I attended a Hughes Law Firm seminar through Bellco Credit Union. Not only did we join an outstanding estate planning firm, but it was Richard Hughes who introduced our families to Jordan Dechtman's firm as a result. Working with DWM has been a very profitable decision. My husband and I have always hoped for a comfortable retirement, but never imagined our financial planning would turn out as well as it has. Jordan, Sam and Adam have been extremely accommodating, and continually make themselves available for annual reviews of our accounts, and promptly respond to requested meetings that may arise in between. We have always been impressed with their knowledge, and professionalism, including the expertise of the additional team members Linda, Adam M, Christie and Lauren. Charles Schwab has collaborated with Dechtman Wealth Management as the custodian of their clients' financial accounts. Together they assist their clients in achieving their goals in a confident and transparent manner. Throughout the year, they invite their clientele to select a pumpkin pie or apple pie at Thanksgiving, a Rockies game, movies, a designated day for shredding your documents in the Spring, just to name a few. We will definitely continue recommending Dechtman Wealth Management to others! read more

When I decided to retire early and travel full-time, I didn't want to worry about how to invest my savings, constantly monitoring the market and moving money from account to account - I just wanted to enjoy living! But that meant I needed a trusted financial partner who would monitor my investments while I was playing. :) I interviewed 3 top rated firms in Denver. One promised super high returns. Tempting. Another questioned my retirement plans. Annoying. And one listened to my goals and shared what he would do if he were in the same situation. The latter was Sam Dechtman. When I told him how much I wanted to yield on my investments in order to accomplish my travel goals, he didn't make any promises but provided thoughtful, even-keeled advice. Sam and I have been working together for nearly 1.5 years now; most of that time virtually. In fact, we've never actually met face-to-face and yet I have the ultimate confidence in how he is caring for my assets in the US. My being abroad has never once been an issue. Sam is readily accessible anytime I need him - and the same is true of the other team members, which are all consummate professionals. I am able to easily monitor my investments via the Charles Schwab app. Additionally, Sam proactively schedules semi-annual reviews and I regularly attend the firm's client webinars from wherever I am. While I do hope to meet this amazing team in person someday, I feel fully supported by the entire Dechtman team while living nomadically. And I happily recommend Dechtman Wealth Management to anyone seeking a financial partner! read more

My father and I have been with Dechtman for a number of years, we have had nothing but a good experience from day one... From Kathy at the front desk to meeting with Sam and Jordon. I truly believe they watch our best interest and have answered all our questions honestly and openly..also, keep in mind the 2 or 3 bad reviews, Dechtman is restricted in their reply due to disclosure. Let them do their job and you'll be satisfied. read more

As far as I'm concerned, the performance of Dechtman is pathetic! I had my account with them for just under 1 year and I am down 2.5% from what I started with. I kept a portion of my retirement funds in my company's 401K and I had significant positive gains (not including contributions) at the end of last year and I have positive gains this year. I told that to my advisor and he just would not believe me. I never heard from him about my account until I reached out directly. When I told him they were doing nothing, he said look at all the trades they were making in my account. It is true, there were adjustments but I just looked at how much my account was valued. They are basically defending moving deck chairs around on a sinking ship. I have closed my account and moved my funds back to my 401K. My first direction to Sam Dechtman was that I would like my funds invested in a moderately conservative fashion. I gave them no direction on the details on what investments to make. I left it entirely at their discretion. I was expecting between 2 to 4% growth (annual). They failed to achieve any growth. I invested in mid-June and was down 1.7% on 12/16/22, so I expressed my concern. He said they could do better. I then asked him to invest in a moderately aggressive manner in order to try and catch up. I did direct him to invest roughly 20% in T-Bills as a conservative hedge. The rest of the investments were totally at their discretion. Sam never expressed any concern or tried to steer me towards a different investment strategy. If Dechtman wants to challenge this, I do have the history of transactions made to my account. I also have an email where I laid out to Sam in detail how I was realizing gains in my 401K. The only specific direction I gave them was to invest a portion of my funds in T-Bills. I believe by anyone's standard, this is not an impulsive nor a recklessly aggressive investment. I challenge Dechtman to provide documentation or these "key details" showing I directed them to make specific investments which resulted in the absolutely abysmal performance I experienced after I trusted them with 80% of my retirement funds. I would not pay over $530.00 a month to have Dechtman make specific investments at my direction when I could simply do it at my own discretion with an online account. From Jordan Dechtman's response I would have to say he is not well-informed on what is going on in his own company. Below is a sample of the direction I gave to Dechtman about my investments and their response. This is what Jordan Dechtman (owner) states in his response below is me letting my emotions drive my actions and going against the advice of their "experienced" advisors. From: Bob Kruse Date: Friday, July 29, 2022 at 3:47 PM To: Sam Dechtman Subject: Re: Bob Kruse Account Hi Sam, Can you please make that adjustment to my investments? I think we can be a bit more aggressive but I'm not ready to go to a fully aggressive strategy. Please let me know if you have any questions. I really appreciate it. "Redacted" Thanks, Bob From: Sam Dechtman Date: Friday, July 29, 2022 at 3:31 PM To: Bob Kruse Subject: RE: Bob Kruse Account Hi Bob, I think that's a good idea. The earnings reports from the second quarter have generally been more positive than expected which has been a good sign. Thanks, Sam Sam Dechtman, CFP®, CFS® Wealth Advisor From: Bob Kruse Sent: Friday, July 29, 2022 1:21 PM To: Sam Dechtman Subject: Bob Kruse Account Hi Sam, I notice the market is really picking up. Obviously, this could be short term. I am wondering if this may be a time to adjust my investment strategy from moderate conservative to something more in the middle. Do you have any thoughts? Thanks, Bob read more

My wife and I have been with Dechtman Wealth Management for about 18 months and we couldn't be more pleased. This investing environment has been volatile at best and Dechtman has maneuvered well enough that we are stable and growing a bit. The staff is extremely helpful, our meetings have been productive, the communications (both webinars and correspondence) have been timely and informative. Dechtman is of the philosophy that retirement investments are a marathon and not a sprint so they position themselves accordingly. We plan to be with Dechtman Wealth Management for the foreseeable future even if we were to move out of state. read more

We switched from another brokerage firm in January of 2014. We felt our existing broker was not really looking out for our best interests. Many times we felt his advice to "Stay the Course" cost us money, and since I was preparing to retire late that year we decided to change financial advisors. Switching to Dechtman Wealth Management was a great choice as far as we are concerned. Their fees and the things they do for their clients other than financial advice (Baseball Games, Picnics, Touring Mile High Stadium, etcetera, etcetera..) make it a pleasure to work with them. Their financial advice has kept our accounts growing, and we plan on staying with them for long time. We have entrusted Jordan and all the staff at Dechtman Wealth Management to keep our investment account growing each year so we can enjoy our retirement the way we planned. Isn't that what you are looking for? Thank You Jordan and all the staff at Dechtman Wealth Management! read more

I donate all of my RMD to charities each year, which helps my tax payment as well as my church. I have noticed that the residual account balance remains essentially the same from year to year, so Jordan and Company are doing a great job of supporting us both. Keep up the good work! read more

My father and mother discovered Dechtman Wealth Management and were incredibly pleased with their financial results as well as the service they received from Jordan and his staff. When my father passed away, not only did Jordan patiently explain all of the investments to me and my mother, his staff also quickly assisted us is settling all of the accounts into my mother's name and assisting us with his life insurance policies. When it was time for both my husband and myself to retire and find a fiduciary we interviewed several and chose Jordan's team to assist us. We have been more than pleased with our results. Jordan listens to our goals and is helping us make the most of our our retirement. read more

We have been with Jordan now since 2012, so a new review is in order. First and foremost he and his team of associates are on top! They call when they say they will. They do the job correctly the first time, and you don't have to be asked twice. Their financial performance has been very good, and we've had some complicated issues, and we've had no problems what so ever! We also just ran into some other people we knew from years ago, and just found out they too had this same adviser for over 20 years. They too sang praises, and we felt that we were in good company, knowing we had the same. It's not easy to find someone to wisely manage your money, and while I would like for him to pull out at times - he's assured me that staying the course is the best action. read more

My mother and father used Jordan Dechtman for many years but he was never able to explain his fee structure. My mother does taxes so she could see there were costs but Jordan promised there were no fees to him. When my father passed away, we made a decision to move my parents accounts. Jordan took away my mother's account access and did not return our call. We have worked with securities america directly to clear this up. He provides great service if you do what he says - but don't ask questions or close your accounts.This has been a painful experience for us - 4 months later we are still trying to clear things up. read more

I crossed paths with Jordan around 20 years ago when it looked like I would have significant return on stock options. While the options didn't come through Jordan and his team have! My investments continue to grow and I look forward to our regular status meetings. They offer lots of varied events to show appreciation for their customers. The staff is friendly, flexible and professional. Working with Dechtman Wealth Management has been a great experience. read more

Jordan is awesome! We had our money with another company for years and although we really liked the company we were not seeing the growth we expected. We found Jordan and could not be happier. He and his entire team have been very attentive and available to always answer our questions. We are very happy and confident with Jordan and his team! I highly recommend you meet with him you will not be disappointed. read more

Invested with Jordan for a few years. He set us up in annuities which we have long sold. Jordan's okay, but there are others who do so much better. His customer service and explanation of items leaves alot to be desired. read more

Fortunately I had the opportunity to meet Jordan at a function 5 years ago. All I can say he is a "class act" 1000%. He's a great listener and skilled planner. Unlike many investment advisors Jordan truly listens to you which helps him truly understand the situation and then recommend the right products. So many advisors just recommend investments without knowing the full picture. That's not Jordan. He considers all aspects of the financial planning process before recommending the appropriate investments. Another really important thing to mention is he's such a trustworthy person, and in today's day and age that's worth a lot!! read more