Services Built Around You:


Retirement Income Planning

We will analyze your income for now and in the future to determine appropriate distribution strategies for retirement plans and IRAs.

Tax Reduction Planning

Help maximize your tax reduction strategies and learn about new tax laws that may affect you and your finances.

Investment Management

Assist in diversifying your investments so they best suit you and we will continuously meet with you to evaluate investment performance.

Family Estate Planning

Help make sure your wishes are carried out correctly and ensure review of your long-term care needs.

Risk Management

Be prepared to avoid unwanted financial surprises with our risk management services.

Education Planning

Be advised on the best ways to plan for the education investments of your loved ones.

Client Communication

Stay updated on the most current planning options and strategies that may be affecting you and your finances.

"Simplicity is the ultimate sophistication"
- Leonardo da Vinci
Wall Street sells complexity, convincing investors that they need numerous funds they don't understand and statements that are impossible to decipher. We believe there is a better way.

Company Info

Dachtler Wealth Management
2130 East Bidwell Street
Folsom, CA 95630
P: 1-800-333-1855
F: 1-916-933-5639

Investment Updates

Planning Briefs

Finra's BrokerCheck

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