Lester Detterbeck (CFA®, CFP®, CPA/PFS, MBA)

Lester Detterbeck focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

  • Comprehensive financial planning including on-going stress testing of your plan
  • Core and Satellite investment planning and implementation using active and passive styles
  • Proactive coordination with attorneys, CPAs, insurance and other advisers

Additional Information

My wife and I moved to Charleston from Chicago in 2005.  Still a die-hard Cub fan-ouch.  I spent many years in Chicago as a CPA, helping businesses and their owners grow and prosper. My son Brett and I founded DWM Financial Group in 2000 to go the next step with business owners and other individuals.  Our goal: to provide proactive, fee-only wealth management services to help our clients protect and enhance their net worth and legacy. I'm passionate about helping people and adding value. I am also Treasurer and board member of Lowcountry Orphan Relief, which provides clothing to 3,000 orphans each year, and a board member of the Estate Planning Council of Charleston.

NAPFA Start Date

November 27, 2012

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This Office

104 Church St Charleston, SC 29401-2502 Phone: (843) 577-2463