Dennis Dachtler has spent his career counseling others on financial matters through Dachtler Wealth Management. Since 1989, Dachtler Wealth Management has provided financial consulting for clients in the Sacramento area. Through Dachtler Wealth, Dennis Dachtler assists clients as they prepare for retirement, manage family finances, and more. In this brief article, Dennis Dachtler answers some questions about what makes Dachtler Wealth Management unique.
Q: With so many financial management companies out there, how can someone know which one to choose?
Dennis Dachtler: I believe that it’s important to choose a company that can help you capture all of your assets in one place, making it more convenient for you to manage over your financial goals.
Q: Tell us a little about “Your Personal Wealth Homepage” on the Dachtler Wealth Management website.
Dennis Dachtler: Dachtler Wealth provides a website our clients can use to check their accounts anytime.
Q: You also provide a “customer watchdog service.” What does that mean?
Dennis Dachtler: Our team will monitor your portfolio and regularly meet with you to discuss the portfolio.
Q: What if I have an existing 401(k) with an employer?
Dennis Dachtler: We’ll take a look at that and make recommendations for changes to help maximize your investments.
Q: Can Dachtler Wealth Management help me put money away for retirement?
Dennis Dachtler: Yes. We provide family and individual counseling both to help you meet today’s needs and save for retirement. This usually includes analysis and recommendations about IRAs.
Q: I’m concerned about long-term care. Can Dachtler Wealth Management help with that?
Dennis Dachtler: This is a concern for many Americans. We can help determine your needs and help you properly prepare for the possible need for long-term care in the future.
Q: It’s important to me to know what’s going on with my accounts and your company. How often will your team communicate with me?
Dennis Dachtler: Dachtler Wealth Management stays in contact with our clients, not only through one-on-one contact, but also through newsletters, reports, and quarterly reviews of your progress. During these quarterly reviews, we go over your investment performance and make any changes you feel necessary.
Q: Is it true that you also have customer appreciation events?
Dennis Dachtler: Absolutely! We appreciate our clients and want to show it. We do this not only through customer appreciation events, but also through educational workshops for clients.
Dennis Dachtler founded Dachtler Wealth Management shortly after obtaining his B.S. degree in marketing and communication from the University of Oregon. He lives in California with his wife and two daughters.