At Decima Wealth Consulting, we specialize in helping retirees and those preparing for retirement make smarter decisions about how and when to draw from their retirement accounts.
Retirement shouldn't feel confusing or stressful. That's why we focus on simplifying complex financial topics like Roth conversions, tax-efficient drawdown strategies, and managing portfolio volatility.
Our mission is to help you keep more of what you've earned through personalized planning built around your values. We deliver clear, integrated advice based on three core pillars:
Understanding your specific needs
Providing coordinated retirement tax and investment strategies
Making your financial life simpler and more confident
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Firm Start Year
2025
No. of Employees
2-4
automated call
Yes
CRD#
5618663
Firm CRD#
131167
Name of Custodial Firm
Fidelity/Charles Schwab
Firm's Number of Clients
21
Firm's Number of Planning Clients
8
Firm's Number of Managed Clients
13
Assets Managed by Firm
$21,000,000
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893037/financialplanners-Decima-Wealth-Consulting-detailed-disclosure.html