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Detterbeck Wealth Management
Detterbeck Wealth Management is a fee-only, client-first wealth management firm with offices in Palatine, IL and the Charleston, SC area. It provides...
Overview
Detterbeck Wealth Management is a fee-only, client-first wealth management firm with offices in Palatine, IL and the Charleston, SC area. It provides holistic wealth management integrating financial planning, tax reduction, investments, estate planning, and insurance. The firm serves clients locally and across the nation.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Palatine
Corporate office
Palatine, United States
Principals
Les Detterbeck
CPA/PFP, CFA, CFP® — Wealth Manager and Mentor (Co-Founder and Shareholder)
Brett Detterbeck
CFA, CFP® — Wealth Manager (Co-Founder and Shareholder)
Muller Visser — Wealth Management Associate
Kim Cline
FPQP® — Director of Client Relations and Office Manager
Chandler Peterson
AWMA® — Wealth Management Associate
Mike Baker — Wealth Manager Associate
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