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Clients of Dachtler Wealth Management experience an approach to attaining their lifestyle plans like no other management firm. We work closely with individuals, families, and business owners and help link their accumulated financial assets with their personal goals and vision of the future.

Here are some of the ways we can help you:

  • Our strong menu of Gold Medal Services which include a comprehensive review of: your tax reduction strategies; estate plans; investment plans; retirement plans; and, protection plans.
  • Our frequent and regular scheduled meetings with clients to update your specific plans and discuss your personal situations.
  • Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.
  • Our personal service that features our best and most current ideas, suggestions and strategies.
  • Our frequent schedule of client educational and appreciation events

Your FirmOur FirmInvestment "Watch Dog" Service

Reviewing your investments and designing a personalized portfolio appropriate to your needs

Year-long, continual monitoring of your investments

Quarterly meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio as agreed upon by you

Quarterly Statements

Independent Advice

Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s

Aggregation of all your accounts to simplify and reduce paperwork

Your FirmOur FirmTax Reduction Planning

Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies

Quarterly review of your tax situation and planning to incorporate any new tax law changes

Free consultation with your tax preparer

Recommendations of tax strategies including tax advantaged investments

Staying up-to-date on and presenting new tax laws that can affect your situation

Your FirmOur FirmRetirement Income & Distribution Planning

Analysis of your income needs now and in the future

Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living

Recommendations regarding an effective distribution strategy for your employer retirement plans & IRAs

Analysis of the beneficiaries of your IRAs

Review the possibilities of converting to a Roth IRA

Your FirmOur FirmFamily Wealth Planning

Analysis of your current estate plan and concerns

Free consultation with your attorney

Assistance in transferring assets to your Living Trust or other trusts

Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Review of your long-term care needs

Your FirmOur FirmClient Services and Communications

Quarterly Newsletter to keep you apprised of the most current planning options

Quarterly reviews

Special reports on how to help reduce your taxes and other important topics

Special Gold Medal Service Events (including client education and appreciation events)

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