Detterbeck Wealth Management
DWM strives to add value to our clients' lives by protecting and enhancing their family's future through proactive comprehensive planning and investment advisory services. We work in a fiduciary capacity for our clients with offices in Charleston, SC and Palatine, IL. We currently serve over 100 households and have over $150MM of assets under discretionary management. We have experienced professionals on our team; including CFA charterholders, practicing CFP(R) certificants, and a CPA. While the majority of our clients have investable assets of $400k or more, we have a program for new clients who are early or mid-career and are equally in need of our high quality, independent financial advice and investment management. DWM Financial Group, Inc. DBA Detterbeck Wealth Management is a Registered Investment Advisor.
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