By Hightower Advisors / December 12, 2024
Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower
CHICAGO—December 12, 2024—Hightower announced today that the firm has made a strategic investment in Dechtman Wealth Management, a financial planning and wealth management practice with $800 million in assets, located in the Denver area.
Dechtman Wealth Management is a comprehensive wealth management practice that takes a personalized approach to serving clients by focusing on financial guidance, retirement income planning, tax and estate planning, and Social Security analysis. The team of eight is led by three partners who also are wealth managers, Jordan, the founder, and his two sons, Sam, and Adam Dechtman.
“Dechtman Wealth Management has a strong and long-standing reputation in Denver for putting its clients’ needs first with comprehensive and personally tailored financial plans,” said Hightower Chairman and CEO Bob Oros. “I believe its next generation leaders, who have illustrated a strong understanding of digital marketing and how it can be executed for the next generation of clients, really set the Dechtman team apart.”
Dechtman Wealth Management is the sixth strategic investment for Hightower in 2024. With a range of value-added resources, including a national in-house trust company and a wholly owned CPA practice operating as a tax subsidiary offering high-end tax services, Hightower aims to create an environment for advisors to better align themselves with client needs and provide the next phase of independence for their practices.
“We operate on four basic principles – always do what is best for the client, provide a straight-forward cost, have transparent communication, and treat clients with care and respect,” said Jordan Dechtman, Founder and Senior Wealth Manager of Dechtman Wealth Management. “Joining Hightower will enable our team to continue operating this way and provide access to a host of additional tools and services to help benefit our community.”
The nationwide Hightower advisor community now comprises 140 advisory businesses in 35 states and the District of Columbia. Hightower offers a wide range of services for accelerating organic growth, including business development consulting, leadership and team development, talent acquisition, marketing support, technology, investment management resources, compliance, accounting, payroll, and human resources. Advisory groups that partner with Hightower also receive access to inorganic growth services such as sourcing, valuation, deal structuring, due diligence, legal and regulatory, pre- and post-close integration, and capital resources for M&A transactions. As of June 30, 2024, Hightower’s assets under management (AUM) were approximately $156 billion.Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC
Contacts:
Magnitude, Inc. for Hightower Advisors
Daniel Delson
Daniel@magnitude-growth.com
Hightower Advisors is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
Click here for definitions of and disclosures specific to commonly used terms.