About Us

The Decima Wealth Consulting Difference.

As a completely independent firm following the highest fiduciary standards of business, you can count on us to make the complex clear. Our difference is our focus on client aspirations, portfolio construction, and regular management of financial, investment, and estate plans. You should expect nothing less.

Our sole purpose is to create better financial outcomes for our clients, which include affluent families and successful business owners with a long-term mindset.

Successfully managing wealth requires overcoming three challenges:

Clarity

The need to be understood, both aspirationally and situationally

Construction

The need for properly built investment portfolios

Management

The need for regular and ongoing advice

Additionally, we are a fiduciary, which means all of the recommendations we make are in your best interests. Some investment firms are only held to a “suitability” standard and are likely to recommend products that will pay the highest commissions or avoid those that pay no commissions. We believe our clients deserve better.

Team

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That way, we can help you build the future you want. Learn more about our team and how we can help.