Brett M. Detterbeck
CFP®, CFA®
Detterbeck Wealth Management
Financial Advisor
Brett M. Detterbeck
CFP®, CFA®
Detterbeck Wealth Management
Financial Advisor
Total Wealth Management is a Process, not a Product - Brett M. Detterbeck, CFP®, CFA®
Fee-Only financial planner located in Palatine, IL, serving clients locally and across the country
Brett Detterbeck is a Palatine, IL (Chicago area) fee-only financial planner serving clients locally and across the country. Detterbeck Wealth Management provides investment management and comprehensive financial planning, including tax planning, estate planning, and cash flow management to help middle income and high net worth individuals, families and entrepreneurs organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial advisor, Brett Detterbeck is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
"I love crafting and managing well-diversified portfolios. Even though this kind of investing may be construed as slow and/or boring; it is superior to speculating, which I see as a glorified form of gambling. Enough about the latest fad and trying to hit the home run. Let’s focus on the things we can control. There’s so much noise out there and most of it is garbage. I love filtering out that noise for people and helping them win a slow and steady race. Helping them make their money work harder by eliminating the unforeseen landmines hiding within the financial plans and portfolios. That’s fun to me.”
After a sunshine-filled college experience at UC-Santa Barbara, Brett Detterbeck returned to his Chicagoland roots and started his financial career at the Chicago Stock Exchange. Soon thereafter, he went to work for the Chicago Corporation, before founding Detterbeck Wealth Management with his father and partner, Les, in 2000. Outside of the office, his two boys’ schedules keep him and his wife, Aimee, very busy. Somehow he still finds time to tear it up in his fantasy football leagues. He’s also passionate about exercise and craft brewing.
Education:
- B.A. in Business Economics: University of California, Santa Barbara- 1993
Designations and Leadership:
- Chartered Financial Analyst- 2001
- CFA Society of Chicago Member- 2001
- Certified Financial Planner®- 2003
- NAPFA Registered Financial Advisor- 2012
Brett M. Detterbeck is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
DWM is committed to protecting and enhancing your net worth and legacy in an engaged environment with our dedicated, caring team.
DWM provides Total Wealth Management (click here), assisting you with all aspects of your financial life:
DWM is a Fee-Only Fiduciary Registered Investment Advisory (“RIA”) firm:
- We are required by law to put our clients’ interests first. This means you will receive conflict-free, objective advice.
- We take no commissions or compensation other than the agreed-upon fee you will pay us.
- We are members of NAPFA, the National Association of Personal Financial Advisors, which is the country’s leading association of Fee-Only financial advisors- highly qualified, experienced and vetted professionals. This means you will be working with the best.
DWM uses proprietary and prudent processes in all aspects of our work. These processes are performed consistently by our highly qualified and engaged team within a client-centric, value-driven culture.
DWM is a boutique. We work with a select number of individuals and families. Unlike a big bank or wirehouse, where you might just be a number, relationships with DWM are very special. Like you, our focus is on your financial future. We may or may not be the best fit for you. And, you may or may not be the best fit for us. Let's talk.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Brett Detterbeck is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Brett Detterbeck is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Brett Detterbeck is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Brett M. Detterbeck
Office Locations:
-
110 North Brockway Street
Suite 330
Palatine, IL 60067 -
104 Church Street
Charleston, SC 29401
