My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my ...
My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my retirement from an agency with the State of Colorado. What we learned, unfortunately, the hard way, is the cornerstone of aligning our goals/values/needs with a wealth management firm, is communication style.Dechtman Wealth Management, just moved to 5975 S. Quebec, and they are even more convenient to our house. Yay!Happiness for us is being treated professionally with respect and appreciation of our unique investment needs. If you feel that you are being treated based upon the amount of investments you are placing into the hands of a firm, you need to strongly consider walking away, with your current balance in hand.We put Dechtman Wealth Management (DWM) through our checklist (yes, to pass):fiduciary standardcertificationsfirm cultureservices offeredfee structureyears in businessnational and professional reviewsWe cannot say enough about how wonderful our two main cont
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