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What makes us different What Makes Us Different Our approach, our people and our process make us different. >>Our Approach Some economists say “up” and some say “down”. The truth is, no one knows the future. But affluent, enlightened investors recognize that DWM strategies can perform in up markets and protect in down markets. Regardless of what the future holds, with DWM, savvy investors are ready for what’s next. We do this by providing an active approach to wealth management through unsurpassed strategic and tactical guidance for protecting and growing wealth. Strategies and guidance are customized for our clients through our comprehensive financial planning services. At Detterbeck Wealth Management, we think of ourselves as financial sherpas –similar to the legendary guides who coordinate and lead mountaineering expeditions in the Himalayas. Their knowledge of the region and understanding of the challenges reaching the summit are unsurpassed. In a similar way, we will guide you through the peaks and valleys of a variable economy, planning a route that will bypass high risk areas and lead you to your financial goals, even in rough conditions. >> Our People Creating a road map for your financial vision and preparing an investment policy statement are only the starting point of our assistance. What further distinguishes us from other financial management and advisory firms are the series of events that take place once your financial plan is in motion. Our personal, collaborative approach to financial planning truly sets us apart. We get to know you personally – your lifestyle, your passions, and your hopes for the future – but you also get to know us from regular contact and face-to-face advice. When you call, you’ll be able to talk to someone right away-no automated phone system with layers of voicemail options to maneuver through. In addition to the regularly scheduled in-person meetings with you, you can meet or talk with us to discuss important matters at any time. Our sherpa team works together to turn your dreams into a financial reality. Each member of our staff is familiar with your specific goals and investments to aid in providing you with the highest possible level of service. >> Our Process We strive to set ourselves apart from other firms through our unique approach, our stellar people and a comprehensive process known as SHERPA® - Systematic Human Error Reduction and Prediction Approach. Our proprietary SHERPA® process reduces human error and offers greater peace of mind by:
In short, our SHERPA® process makes the future more predictable by providing information and recommendations- in advance- to help you successfully navigate through potential challenges while remaining financially secure.
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