
Dechtman Wealth Management
Comprehensive wealth management and financial planning services with a focus on tax reduction and estate planning.
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Growth Equity non VC | |
Total Funding | 000k |
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Dechtman Wealth Management operates in the financial services sector, providing comprehensive wealth management and financial planning services. The firm caters to clients seeking to protect and grow their wealth, minimize taxes, and ensure proper estate planning. Based in Centennial, Colorado, Dechtman Wealth Management serves a diverse clientele, including individuals and families looking for personalized financial strategies. The business model revolves around offering advisory services through Dechtman Wealth Management LLC and Securities America Advisors, Inc., with a focus on transparent fees and a fiduciary oath to act in the best interest of clients. Revenue is generated through advisory fees for services such as investment management, social security analysis, Medicare planning, and tax reduction strategies. The firm emphasizes a client-centric approach, providing tools and resources to help clients achieve their financial goals.
Keywords: wealth management, financial planning, tax reduction, estate planning, investment management, advisory services, fiduciary, client-centric, financial strategies, comprehensive services.