Today’s financial landscape is continuously changing. Wealth management is an extended journey that requires an expert guide – a Sherpa – to lead you to protect and enhance your net worth and legacy. At DWM, we think of ourselves as financial Sherpa – similar to the legendary guides who coordinate and lead mountaineering expeditions in the Himalayas. Their knowledge of the region and understanding of the risk and challenges of reaching the summit are unsurpassed. In a similar way, we will guide you through the peaks and valleys of a variable economy, bypassing high risk areas, and leading you to your financial destination.
Our personal, collaborative approach with clients truly sets us apart. We get to know you personally – your lifestyle, your passions, and your hopes for the future – and you also get to know us from regular contact and face-to-face advice. And when you call, you'll be able to talk with someone right away-not an automated phone system. You can meet and/or talk with us at any time. Each member of our team will be familiar with your specific goals, planning and investments and can aid in providing you the highest quality of service.
Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA
Wealth Manager and Mentor
“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...
Brett M. Detterbeck, CFA, CFP®
Wealth Manager
“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...
Jenny Coletti
Director of Client Relations
“Working with the Detterbeck family business has enriched my own life in many ways. I have become an individual who sees the whole picture when looking at situations and acts proactively in almost every life situation. I bring...
Chandler Peterson
Wealth Management Associate
"DWM is the perfect convergence of my interest in the financial world and my passion to help others. I get to grow professionally while getting to see first-hand the real, positive benefits we provide to our clients...
Parker Ring
Wealth Management Associate
“I’m incredibly grateful and excited to be the newest member of the DWM team. Under the guidance of Les, I am in the perfect position to develop my wealth management skills so I can better assist our clients with their...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.