Securities offered through Securities America, Inc. Member FINRA. Jordan Dechtman, Registered Representative Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Jordan Dechtman, Registered Investment Advisor Representative. Jordan Dechtman Wealth Management and Securities America are unaffiliated.
We empower clients to achieve financial well-being
My Business Philosophy
We empower clients to achieve financial well-being by; understanding their unique characteristics, assisting them in identifying their goals, designing a strategy that is realistic, and adjusting their plan to account for changes in their life. Our financial planning process involves clients through an intuitive web-based approach that assesses risk attitudes, identifies their financial goals, and clearly reveals the success of goal attainment. We prudently manage client’s assets to achieve their return objectives by diversifying portfolio allocation in a broad range of asset classes, and by adjusting portfolio risk given changes in economic cycles. As a fiduciary we are compelled to always put the interest of our clients before our own.