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
- 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