In preparation for the future, Dennis Dachtler announced recently that his daughter, Heather, is preparing to take the helm of his firm, Dachtler Wealth Management. Here, the current President answers several questions regarding the future of Dachtler Wealth Management.

Q. When did Ms. Dachtler begin her career with Dachtler Wealth Management?

A. Heather joined the team in 2010 after college graduation. She exited San Diego State University with a degree in Business Administration, with a focus on Financial Services.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. What real world experience does Heather bring to the firm?

A. In addition to her education, Heather has also completed an internship at Met Life, a globally recognized provider of insurance and investment plans.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. Will Heather hold certification as a CFP®?

A. Yes, Heather passed the Certified Financial Planner, or CFP®, exam in November of 2010. She is currently working toward attaining this exclusive designation.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. When was Dachtler Wealth Management opened?

A. Just after I graduated college myself, in the 1980s. Today, I’m proud to say that Heather is in line to assist us in managing over $150,000,000 in assets. I am positive that with her appointment, the firm will surpass this quickly.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. What does Dachtler Wealth Management do to ready each client for consult?

A. Before we offer any advice, we perform a complete evaluation of the client’s current financial state and their future goals. As well, we ask questions that may lead to uncovering goals the client may not realize they even have.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. How is this different from services that other financial services providers offer?

A. Many firms of this nature will simply look at the client on paper. We take the time to get to know each individually as there are no two circumstances alike, no matter the similarities on the surface.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. What other services does Dachtler Wealth Management provide?

A. We have a very popular online training and educational program. Our clients enjoy access to this as well as in many community events that we hold throughout the year.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. What local affiliations does Dachtler Wealth Management have?

A. I’m please to say that we have an active presence in the Folsom Chamber of Commerce. Additionally, we are a member of the local BBB where we hold an A+ rating.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. Can you explain more about what is involved in your wealth management process?

A. As I said before, each person, each family, has a different situation. At Dachtler Wealth Management, we help with everything from estate planning, retirement and investment planning and preparation, and even health and life insurance.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. How does the team at Dachtler Wealth Management keep their clients informed?

A. We understand that knowledge is power. With that in mind, Dachtler Wealth has partnered with eMoney to provide each client a personal wealth management home page. This is a secure website which updated daily.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Q. How may I schedule an appointment with Dachtler Wealth Management?

A. You can call us or visit us online at www.dachtlerwealth.com for more information.
Dennis Dachtler, Sacramento County (Folsom), CA 800.333.1855

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Dachtler Wealth Management are not affiliated. Additional products and services may be offered through Dennis Dachtler or Dachtler Wealth Management that are not offered through AIC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Dachtler Wealth Management will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MN, MO, NC, NE, NM, NV, OR, PA, TN, TX, UT & WA.