Jordan Dechtman Wealth Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1984
Areas of focus:
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Jordan Dechtman:
We believe that a strong relationship with a competent, caring and thorough advisor is the best way to help you achieve your most important financial goals. As such, we are absolutely dedicated to providing world-class client service. We structure our business around your needs, desires and objectives.
Jordan Dechtman is a Wealth Advisor Specialist serving successful individuals in the Denver Metro area. Since 1984, Jordan Dechtman has provided the service and experience people deserve but often don't get. In fact, we think you would be hard pressed to find someone as dedicated as Jordan Dechtman.
The best part of Jordan's work is providing strategies to bring greater degrees of security to successful individuals - assisting them to live out a dream, or to live in a better way with more opportunities for fun and family time.
Jordan majored in finance at the University of Arizona, and entered financial services in the early 1980s. He's been an independent wealth advisor for two decades and a Colorado resident for 25 years. Away from work, in his leisure time, he is devoted to being a good husband and dad. He is an avid golfer - in fact, sometimes his family will join him on the course. He also likes to take his family hiking and biking along the Front Range.
We understand that establishing a relationship with a trusted and knowledgeable advisor is an important decision, one that takes time and deserves careful consideration.
Navigating the overwhelming number of financial products and services has become even more difficult, increasing the need to seek professional guidance. At the heart of our relationship, know that you consistently receive sound financial advice that is in your best interest and that you fully comprehend.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Series 63, Series 6, Series 22, Registered Investment Advisor
B.S. in Finance from the University of Arizona
Will provide references upon request?
Further information about Jordan Dechtman Wealth Management:
(Size of firm: 0-9 advisors)
We are passionate about providing you the highest possible level of service. To ensure that you are delighted at every step of your experience with us, we offer you the following commitments:
1. Your interests are always foremost in our minds. We are genuinely interested in you.
2. Every effort is made to understand your unique needs, values and goals before recommending any financial strategies.
3. A customized Investment Plan is based on well-researched, academically sound investment strategies for you.
4. The advice you receive is specifically designed to be suitable and appropriate based on your objectives.
5. Our Expert Advisory Network provides you creative solutions to your most pressing financial challenges.
6. Regularly and systematically we monitor your investment portfolio.
7. We encourage you to share your opinions, request explanations and express your preferences. In return, we are forthright and open in all our exchanges with you, our valued client.
8. We maintain the highest standards of professional ethics and responsibility.
Contact Information for Jordan Dechtman
Phone: (303) 741-9772
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Fax: (303) 220-7138
Address for Jordan Dechtman:
6025 S. Quebec Street
Centennial, CO, 80111
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