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.