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NEW CLIENT PACKET6025 S. Quebec Street, Suite 170 Centennial, Colorado 80111 3037419772 www.DechtmanWealth.comSecurities offered through Securities America, Inc. Member FINRA/SIPC. Jordan Decimal,
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Our investment approach at dechtman wealth is focused on long-term growth and capital preservation by carefully selecting a diversified portfolio of assets.
All clients who have investments managed by dechtman wealth are required to fill out the investment approach form.
To fill out the investment approach form, clients need to provide information about their financial goals, risk tolerance, and investment preferences.
The purpose of our investment approach is to tailor investment strategies to meet each client's individual needs and objectives.
Clients must report their financial goals, risk tolerance, investment time horizon, and any specific investment preferences they may have.
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