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Business Profile

Investment Advisory Services

Dechtman Wealth Management LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Advisory Services.

Reviews

Customer Review Ratings

1

Average of 1 Customer Review

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Review Details

  • B. K.

    Date: 05/22/2023

    B. K.

    Date: 05/22/2023

    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 was up at the end of last year and I am up this year. I told that to *** Dechtman and he just would not believe me. I never heard from them about my account or strategies until I reached out to them. 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. *** is basically defending moving deck chairs around as the Titanic sinks. DO NOT INVEST WITH DECHTMAN!

    Dechtman Wealth Management LLC

    Date: 05/23/2023

    This individuals statement is incorrect and misleading leaving out many key details.  Instead of letting the Dechtman Wealth Management advisory team invest the funds according to our extensive research and investment process, he acted upon emotion instructing investment changes, against our advice, which hurt his investment return.  Had he let our company follow our process, his investment experience would have been significantly different.

    B. K.

    Date: 05/23/2023

    My first direction to ***************************** 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. *** 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. 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 investments I wanted to make when I could simply do it at my discretion with an online account.

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