More about DWM

>> We’ll guide you to the financial future you’ve always envisioned

Detterbeck Wealth Management is a firm with a clear mission: to provide affluent, enlightened investors with exceptional investment experiences. We explore all aspects of your financial life-investments, taxes, retirement, estate planning and insurance- to develop a financial “road map” that helps you plan your journey and visualize your destination.

Our comprehensive approach is customized to your unique priorities and goals. We first get to know you, your lifestyle and your dreams for the future. Then, we develop a flexible plan that can evolve and grow with you. As your priorities change, we’ll work with you to adjust your “road map” not only to accommodate where you are, but also to help you prepare for what may be ahead.

We are a fee-only adviser. We do not earn any transaction-based compensation from financial planning activities. Furthermore, we are not affiliated with a commission-earning firm like a bank, broker-dealer, or insurance company.

We operate in a fiduciary capacity. This means that we will at all times act in your best interest. We provide written disclosure to the client prior to the engagement and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may comprise our impartiality or independence. We receive no fee or other compensation based on the referral of a client.

As a division of DWM Financial Group, Inc., an SEC Registered Investment Adviser, Detterbeck Wealth Management can provide investment advisory services in any state. We encourage you to review our SEC disclosure form ADV, Part II by clicking on this link.

Clients who engage us to manage their investments will need to establish an account with Charles Schwab & Co. (or approved custodian of their choice) and grant trading authorization to Detterbeck Wealth Management. Note that Detterbeck Wealth Management does not maintain custody of any client’s funds or accounts. Charles Schwab or your selected custodian will provide custodial services for all managed accounts.