Brett Detterbeck (AIF®, CFA, CFP®)
Brett Detterbeck focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Firm profile:
- DWM is a boutique wealth management firm with locations in the Chicagoland and Charleston, SC areas.
- We offer to provide affluent, enlightened individuals with exceptional financial experiences exploring all aspects of one's financial life including insurance, tax, retirement, and estate planning.
- With Charles Schwab & Co as our preferred custodian, we aim to protect and grow our clients' assets using sophisticated investment tools and proven strategies.
Additional Information
After graduating with a Business Economics degree from University of California, Santa Barbara, in the early 90’s, Brett returned home to the Midwest. He spent the rest of that decade gathering vital experience and knowledge from working on the floor of the Chicago Stock Exchange to climbing the ranks at a boutique asset management group. He also tackled the coursework and exams to achieve the Certified Financial Planner certificant and the Chartered Financial Analyst charterholder designations. In 2000, he co-founded Detterbeck Wealth Management with a passion for bringing financial solutions for good people in need. That passion continues today not only in him, but everyone else on the DWM team. Outside of the office, Brett stays active with his wife and two sons’ busy schedules. He also enjoys basketball, golf, exercising and traveling.
NAPFA Start Date
February 03, 2012
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