Adam Dechtman

About Adam Dechtman

Office: 30••••••72 / E-Mail: a••••••••@dechtmanwealth.com Through the mentorship of my father, Jordan Dechtman (Founder & CEO of Dechtman Wealth Management), I found my calling and developed a passion for wealth management. It became my mission to help others achieve their financial goals through disciplined investment management. As a dedicated financial professional, my goal is to educate clients and give them the tools to make better investment decisions.I assist clients of the firm in the areas of financial planning, investment management, and retirement planning. My goal is to help clients build and preserve wealth as well as lower their tax liabilities. Prior to working at Dechtman Wealth Management, I began my career at a premier asset management firm in Boston assisting clients with investment analysis, portfolio construction, and business implementation strategies. This experience provided me with key insights into the world of behavioral psychology and its impact on investing. Investing towards your financial goals can be seem like a daunting task, but you don’t have to do it alone. Whether you’re already retired or retirement is years away, it’s never too late to get a second opinion for your financial planning needs. Please call the office or visit our website to schedule a complimentary consultation.(30••••••72https://dechtmanwealth.com/IMPORTANT DISCLOSURE INFORMATIONDechtman Wealth Management, LLC [“Dechtman”] is an SEC registered investment adviser located in Centennial, CO. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Dechtman, or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Dechtman is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Dechtman. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.

Experience

1. Wealth Advisor

   Dechtman Wealth Management

   Jun 2018 — Present · Centennial, CO, US

   As a Wealth Advisor working through Securities America Advisors, Inc, Dechtman Wealth Management provides financial advisory services to high net-worth individuals and business owners. Our dedicated team of wealth management advisors applies their broad base of experience to customize solutions for our clients in the following areas:• Financial Planning• Retirement Income Planning• Investment Management• Tax Reduction Strategies • Social Security Analysis• Medicare Shopping Services • Estate Planning• Life Insurance • Long-Term Care Insurance Please visit our website for additional details on the services we offer and the ways we can help improve your financial situation.Website – Phone – (30••••••72Location:Dechtman Wealth Management7807 E. Peakview Ave. Suite 410Centennial, CO offered through Securities America, Inc. Member FINRA/SIPC. Sam Dechtman, Registered Representatives Advisory services offered through Securities America Advisors, Inc, an SEC Registered Investment Advisory Firm. Sam Dechtman, Registered Investment Advisor Representatives. Dechtman Wealth Management and Securities America companies are unaffiliated. Securities America and its representatives do not provide tax or legal advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Additional disclosures can be found on our website.