Broker Check

About Overview

Founder and President of Dot Mechtenberg, Inc.

  • I have been specializing in Wealth Management for 45 years and am completely dedicated to helping my clients achieve their financial and retirement goals.
  • I hold the Series 7, Series 63, Insurance Producer, and Long-Term Care Insurance Licenses.
  • Licensed in the states of CO, AR, AZ, CA, FL, GA, IA, KS, KY, MN, MO, MT, NC, NE, NM, NV, OH, OR, SD, TX, VA, WA and WI.
  • My role as your financial advisor is to understand your individual situation and provide the caring guidance you need for a confident financial future.
  • My responsibility also includes acting as a financial advocate and resource during your retirement years, helping to review and adjust your investment portfolio as needed.
  • My office is conveniently located in Arvada and I have been at this same location in the Arvada community for over 20 years: 8100 Ralston Road, Suite M-20, Arvada, CO 80002.

Retirement represents a major financial and life transition. That's why it's important to find the right retirement advisor - a professional who can give you the time, care and insight you need and deserve.

With 45 years of experience, I'm familiar with the steps one can take to make a retirement transition easier. I want to see that you have enough money to enjoy the lifestyle you love for the rest of your life.

I've become a trusted resource for people planning retirement transitions. If retirement is on your mind, please contact me. I need no learning curve when it comes to understanding your career, your schedule, and your priorities.

I concentrate on investment strategies and products that are designed for your individual needs, based on what you tell me about your goals and preferences. Recommendations focus on fit for you, not on commissions for me.

Let’s face it, if you can’t fully trust your financial advisor it’s worth considering whether you’re partnered with the right person.

Service Areas

  • Wealth Management
  • Retirement Planning
  • Financial Planning & Advice
  • IRA's
  • 72(t)
  • 401k and 401k Rollovers
  • Specializing in Baby Boomers

Investment strategy and implementation is a large portion of the work we do and the results speak for themselves. Additionally, we are prepared to help with wealth management, an umbrella term covering other pieces that impact your total financial well being. These include:

  • Investments - all types - to reach your retirement or other goals
  • Tax mitigation options so you get to keep more of your hard earned money
  • Medical and long term health care options to protect against the unexpected
  • Estate planning, to include your will and any trusts you choose to set up
  • Mortgages; is now a good time to refinance and if so, with whom
  • Charitable contributions; options for structuring

Some of these activities are managed in-house and for some we partner with trusted specialists - attorneys, CPA's, etc. - individual experts who have proven track records working with our clients. Managing these pieces together streamlines efficiency and communications, providing cohesive results. (By the way, fewer than 7% of financial advisors are wealth managers, able to assist with the above.)

If you have questions about retiring, investing or just want to learn how a financial advisor can help you, let’s arrange a meeting. Our initial appointment is private, confidential and free. I’m happy to answer any questions you may have, get to know you a bit, tell you a little about myself and see if we’ll make a good team.

Call or email me today; no time like the present!

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