Decima Wealth Consulting

We Help Retirees and Executives Create Tax-Smart Retirement Income

At Decima Wealth Consulting, we specialize in helping retirees and executives 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

Retirement Planning Tailored to Your Life-and Your Legacy

At Decima Wealth Consulting, we provide retirement planning designed for executives. Our focus is helping you transition into retirement with clarity, confidence, and a strategy to reduce your tax burden.

We take the time to understand your goals — whether that’s traveling more, relocating, supporting family, or preserving your legacy. From there, we create a retirement income plan that’s built around:

Roth Conversion Strategies to minimize future tax surprises
Bracket Management to help avoid higher RMD’s and IRMAA costs
Legacy Planning to protect your heirs
Tax Efficient Withdrawal Planning so you keep more of your savings
Integrated Asset Location Strategies to grow with less tax drag

You’ve worked hard to build your wealth. We’re here to help make sure it works just as hard for you in retirement — with advice that’s always personal, practical, and in your best interest.

See what we can do for you