A strong relationship with a competent, caring and thorough independent investment advisor is the best way for you achieve your most important financial goals. At the same time, you want the convenience and comfort of world-class client service. Jordan Dechtman Wealth Management structures its business around your needs, desires and objectives while being careful to maintain objectivity by remaining an independent investment advisor.
A key part of the independent investment advisor 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. Serving clients as an independent investment advisor allows selection from the best partners available no matter which firm they work for. In other words, you get client focused products and services as opposed to corporation driven products and services levels.
Establishing a relationship with a trusted and knowledgeable independent investment 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 from an independent investment advisor. Knowing that you consistently receive sound financial advice that is in your best interest and that you fully comprehend is a critical in choosing your independent investment advisor.
Jordan Dechtman Wealth Management has set the following guiding principles:
Thoroughness-An elite team of wealth management experts anticipate your financial challenges and address them effectively and efficiently.
Convenience-By centralizing the Wealth Management process, you can spend less time thinking about your financial affairs and more time doing what you love to do.
Discretion-A high degree of discretion is required order to offer you maximum protection and to protect and preserve your confidentiality.
Value-Consolidating financial services through Jordan Dechtman Wealth Management helps you reduce your investment costs through more strategic, comprehensive planning.
Independence As an INDEPENDENT INVESTMENT ADVISOR, we represent you, not any particular company.