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Ridgegate Financial

1.0 (4 reviews)
Closed • 9:00 am - 5:00 pm

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Services - Ridgegate Financial

Current year tax preparation and filing

Investment management

Past year(s) tax preparation and filing

2 More Services

Audit and conflict resolution support

Tax planning

Ridgegate Financial Tax Services Photos

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Dechtman Wealth Management

Dechtman Wealth Management

(14 reviews)

Upon your arrival to the Dechtman Wealth Management office, Kathy is the first to Welcome You with…read moreher 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!

When I decided to retire early and travel full-time, I didn't want to worry about how to invest my…read moresavings, 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!

Ridgegate Financial - taxservices - Updated May 2026

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