Lester G. Detterbeck
CPA/PFS, MBA, CFP®, CFA®
Detterbeck Wealth Management
Financial Advisor
Lester G. Detterbeck
CPA/PFS, MBA, CFP®, CFA®
Detterbeck Wealth Management
Financial Advisor
Total Wealth Management is a Process, not a Product - Lester G. Detterbeck, CPA/PFS, MBA, CFP®, CFA®
Fee-Only financial planner located in Charleston, SC, serving clients locally and across the country
Les Detterbeck is a Charleston, SC fee-only financial planner (also serving clients in Chicago, IL). 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, Les Detterbeck is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
"I’m one lucky guy. I have a wonderful wife and family. I love numbers and am passionate about helping people. During the day (I hesitate to call it “work” or a “job”), I get the opportunity to collaborate with my son and partner Brett and our DWM teammates and other professionals to add value to the lives of friends. Priceless.”
Les Detterbeck was born in Chicago, a few blocks from Wrigley Field and is a die-hard, World Series Champion, Cub fan. In 1976, he started Detterbeck, Johnson & Monsen, a Palatine, IL accounting and tax firm, and continues today as its Chairman of the Board. Les has been active in many charities in Chicago and Charleston. Les married his college sweetheart, Elise, in 1969. They have lived in 25 homes and visited 63 countries. During the hot and humid summer months in Charleston, Les works out of their house in the south of France with wine and cheese close at hand.
Lester G. 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
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Lester 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.
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Lester 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.
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Lester G. Detterbeck is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Lester G. Detterbeck is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Lester 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.
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Les Detterbeck is Interviewed by Mike Switzer - Paying Taxes on Your Investment Income (AUDIO)
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Lester G. Detterbeck is a Member of The Charleston Estate Planning Council
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Lester G. Detterbeck is Quoted on Kiplinger: "When to Switch to a Roth IRA"
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Lester G. Detterbeck is Quoted in MarketWatch: "Don't Wait Until 2010"
Contact Lester G. Detterbeck
Office Locations:
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159 Civitas Street
Mt Pleasant, SC 29464 -
110 North Brockway Street
Suite 330
Palatine, IL 60067
