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January 2024 by Jim Coffman
Dechtman Wealth Management has managed our retirement funds for nearly 10 years. We've always felt that our investments were in safe hands. The investment managers do a good job of explaining how investments are made and take into account our "risk tolerance". On several occasions they have shown us how our investments are performing and what is our most likely financial future.They have also given us good advice in other areas of financial management such as determining the best approach to starting Social Security withdrawels.The office staff is quick and courteous in setting up appointments and managing paperwork.It has been a pleasure to work with Dechtman Wealth Management.
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January 2024 by Maureen
Jordan and his team are top notch!! We have been clients since 2017! We are currently working on our Retirement and Jordan, Sam and Adam always answer our questions and concerns with great detail! The team is very knowledgeable and professional. We appreciate Jordan's candor. Last, but not least, we love the Monthly Financial Insight Newsletter and the quarterly Zoom calls.
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December 2023 by John Weathers
Jordan and his team have been exceptionally helpful, forthright, trustworthy and have done well to educate us regarding the financial climate and the many options available to us to secure our financial future.
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November 2023 by Jim Vanvranken
I can’t speak highly enough about Dechtman Wealth Management. It’s difficult to make a decision when choosing a financial advisor these days. DWM stood out for me in my research as a company with a personal approach combined with real expertise. After years working together I am absolutely confident in our choice. Jordan, Adam, and all of the people we’ve worked with at DWM have not only provided excellent advice and service, they have also treated us as family. I would recommend DWM to anyone searching for quality financial guidance with the personal attention you often don’t get with a larger firm.
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November 2023 by Susie Pannell
My husband and I are very happy with our decision to work with Dechtman Wealth Management. They are high above the norm, in our view, when it comes to communication, knowledge and professionalism. They work hard to bring important information to their clients in a manner that is understandable at any level. We highly recommend Dechtman Wealth Management.
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November 2023 by Greg Holmes
Can't imagine working with any other investment advisor. Jordan has done a fine job of making our money work for us through the many challenges the market has faced through the last several years. I would strongly recommend Dechtman Wealth to anyone looking for financial investment help.
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November 2023 by W Talbot
I have been with Dechtman Wealth Management for well over a decade and I have complete faith and trust in Mr. Dechtman and his company. Mr. Dechtman always 'tells it like it is'. He is honest and forthcoming and doesn't 'sugar-coat' anything - while being very considerate and respectful of my concerns and goals. He always has only given me advice and never has tried to force me to make a decision 'on the spot', but once I have made a decision he always makes sure I am comfortable with my decision and I know what the pros and cons are. Once we are both satisfied with my decision - he is always prompt, efficient, and professional in putting my decision into action. When it comes to reacting to changing conditions - whether it be in the markets, politics, pandemic, gobal economy, global strife, or anything else he is always looking at the big picture and long term impacts - in a very level headed and self disiplined manner. He is very conscientious about keeping his clients informed about currrent conditions and potential future conditions that might impact his clients' long term financial goals. On the business side of things, his staff is very friendly, professional, and helpful. My calls/emails - although very infrequent - are always addressed promptly. The 'customer service' is always outstanding. I am the type of person who would rather change insurance companies than to change my doctor - I found a great doctor 30 + years ago and I have changed insurance companies at least 3 times and still have the same doctor. I feel the same way about having my financial affairs with Dechtman Wealth Management.
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November 2023 by George Scheuernstuhl
My wife and I have counted on Dechtman Wealth to invest our money for both growth and protection. They have performed wonderfully in good and not so good times. I trust them.
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July 2023 by Diane Edens
We moved to Dechtman from a different financial manager and we couldn’t be happier. The advisors and staff are extremely helpful and in this volatile financial environment Dechtman has maneuvered nicely to maintain our account viability.We recently had an issue with the national investment company (nothing to do with Dechtman)and Dechtman helped immediately and resolved the issue in a couple of hours. We’ll be with Dechtman even if we move out of state. Thanks Dechtman Wealth Management!
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July 2023 by Erik Schommer
I cant say enough good things about my experience working with Sam at Dechtman Wealth Management. Even though I am certainly not a "big fish" to DWM as I only started my investment journey several years ago, Sam has treated me as if I was his biggest client through excellent responsiveness and a willingness to always meet whenever I have a question that requires communication beyond email. Sam is also hands-down the most knowledgable advisor I have ever worked with, especially when it comes to advanced questions I may not have been comfortable asking other advisors in the past.Even during tumultuous economic times, I feel at ease knowing a portion of my finances are in the hands of Sam & the team at DWM.
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June 2023 by Morgan Beal
I have been a client of Sam’s for years and can’t recommend him enough!!! Sam and the entire Dechtman Wealth Management team have been nothing short of amazing. Sam is so patient and explains everything in a way that makes sense to regular people who aren’t as familiar with the various concepts within the financial world. I have trusted Sam with my money throughout some of the most uncertain economic times of my lifetime and he has continued to deliver! 10/10 and two thumbs up
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June 2023 by Lori Gloer
12 years ago I chose Dechtman Wealth Management after meeting with Jordan and I'm so happy I made that choice. The team's highest priority is protecting my investments. Jordan really listens to my concerns and understands my goals as an investor. I'm not one of many; I get responsive, attentive, and individualized service as a valued client.
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May 2023 by Bob Kruse
As far as I'm concerned, the performance of Dechtman is pathetic! I had my account with them for just under 1 year and I am down 2.5% from what I started with. I kept a portion of my retirement funds in my company's 401K and I had significant positive gains (not including contributions) at the end of last year and I have positive gains this year. I told that to my advisor and he just would not believe me. I never heard from him about my account until I reached out directly. When I told him they were doing nothing, he said look at all the trades they were making in my account. It is true, there were adjustments but I just looked at how much my account was valued. They are basically defending moving deck chairs around on a sinking ship. I have closed my account and moved my funds back to my 401K.My first direction to Sam Dechtman was that I would like my funds invested in a moderately conservative fashion. I gave them no direction on the details on what investments to make. I left it entirely at their discretion. I was expecting between 2 to 4% growth (annual). They failed to achieve any growth. I invested in mid-June and was down 1.7% on 12/16/22, so I expressed my concern. He said they could do better. I then asked him to invest in a moderately aggressive manner in order to try and catch up. I did direct him to invest roughly 20% in T-Bills as a conservative hedge. The rest of the investments were totally at their discretion. Sam never expressed any concern or tried to steer me towards a different investment strategy.If Dechtman wants to challenge this, I do have the history of transactions made to my account. I also have an email where I laid out to Sam in detail how I was realizing gains in my 401K.The only specific direction I gave them was to invest a portion of my funds in T-Bills. I believe by anyone's standard, this is not an impulsive nor a recklessly aggressive investment. I challenge Dechtman to provide documentation or these "key details" showing I directed them to make specific investments which resulted in the absolutely abysmal performance I experienced after I trusted them with 80% of my retirement funds.I would not pay over $530.00 a month to have Dechtman make specific investments at my direction when I could simply do it at my own discretion with an online account.From Jordan Dechtman's response I would have to say he is not well-informed on what is going on in his own company.Below is a sample of the direction I gave to Dechtman about my investments and their response. This is what Jordan Dechtman (owner) states in his response below is me letting my emotions drive my actions and going against the advice of their "experienced" advisors.From: Bob KruseDate: Friday, July 29, 2022 at 3:47 PMTo: Sam DechtmanSubject: Re: Bob Kruse AccountHi Sam,Can you please make that adjustment to my investments? I think we can be a bit more aggressive but I’m not ready to go to a fully aggressive strategy. Please let me know if you have any questions. I really appreciate it. Thanks,BobFrom: Sam DechtmanDate: Friday, July 29, 2022 at 3:31 PMTo: Bob KruseSubject: RE: Bob Kruse AccountHi Bob,I think that’s a good idea. The earnings reports from the second quarter have generally been more positive than expected which has been a good sign.Thanks,SamSam Dechtman, CFP®, CFS®Wealth AdvisorFrom: Bob KruseSent: Friday, July 29, 2022 1:21 PMTo: Sam DechtmanSubject: Bob Kruse AccountHi Sam,I notice the market is really picking up. Obviously, this could be short term. I am wondering if this may be a time to adjust my investment strategy from moderate conservative to something more in the middle. Do you have any thoughts?Thanks,Bob
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May 2023 by John Reed
My wife and I have been working with Dechtman Wealth Management for about a year now and have been very happy with our experience. Sam and team do an excellent job.
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May 2023 by Bob K.
As far as I'm concerned, the performance of Dechtman is pathetic! I had my account with them for just under 1 year and I am down 2.5% from what I started with. I kept a portion of my retirement funds in my company's 401K and I had significant positive gains (not including contributions) at the end of last year and I have positive gains this year. I told that to my advisor and he just would not believe me. I never heard from him about my account until I reached out directly. When I told him they were doing nothing, he said look at all the trades they were making in my account. It is true, there were adjustments but I just looked at how much my account was valued. They are basically defending moving deck chairs around on a sinking ship. I have closed my account and moved my funds back to my 401K.My first direction to Sam Dechtman was that I would like my funds invested in a moderately conservative fashion. I gave them no direction on the details on what investments to make. I left it entirely at their discretion. I was expecting between 2 to 4% growth (annual). They failed to achieve any growth. I invested in mid-June and was down 1.7% on 12/16/22, so I expressed my concern. He said they could do better. I then asked him to invest in a moderately aggressive manner in order to try and catch up. I did direct him to invest roughly 20% in T-Bills as a conservative hedge. The rest of the investments were totally at their discretion. Sam never expressed any concern or tried to steer me towards a different investment strategy.If Dechtman wants to challenge this, I do have the history of transactions made to my account. I also have an email where I laid out to Sam in detail how I was realizing gains in my 401K.The only specific direction I gave them was to invest a portion of my funds in T-Bills. I believe by anyone's standard, this is not an impulsive nor a recklessly aggressive investment. I challenge Dechtman to provide documentation or these "key details" showing I directed them to make specific investments which resulted in the absolutely abysmal performance I experienced after I trusted them with 80% of my retirement funds.I would not pay over $530.00 a month to have Dechtman make specific investments at my direction when I could simply do it at my own discretion with an online account.From Jordan Dechtman's response I would have to say he is not well-informed on what is going on in his own company.Below is a sample of the direction I gave to Dechtman about my investments and their response. This is what Jordan Dechtman (owner) states in his response below is me letting my emotions drive my actions and going against the advice of their "experienced" advisors.From: Bob KruseDate: Friday, July 29, 2022 at 3:47 PMTo: Sam DechtmanSubject: Re: Bob Kruse AccountHi Sam,Can you please make that adjustment to my investments? I think we can be a bit more aggressive but I'm not ready to go to a fully aggressive strategy. Please let me know if you have any questions. I really appreciate it."Redacted"Thanks,BobFrom: Sam DechtmanDate: Friday, July 29, 2022 at 3:31 PMTo: Bob KruseSubject: RE: Bob Kruse AccountHi Bob,I think that's a good idea. The earnings reports from the second quarter have generally been more positive than expected which has been a good sign.Thanks,SamSam Dechtman, CFP®, CFS®Wealth AdvisorFrom: Bob KruseSent: Friday, July 29, 2022 1:21 PMTo: Sam DechtmanSubject: Bob Kruse AccountHi Sam,I notice the market is really picking up. Obviously, this could be short term. I am wondering if this may be a time to adjust my investment strategy from moderate conservative to something more in the middle. Do you have any thoughts?Thanks,Bob
