Areas of Practice
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Contact
Lester George Detterbeck
Location
110 N. Brockway, Suite 330, Palatine, IL, 60067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lester is a CPA and Chairman with Detterbeck, Johnson and Monsen CPA's since 1976 and an independent RIA with DWM Financial Group, Inc since 2000. He is also a limited partner and investor in ROC Investments, LLC, a real estate program, with no compensation.
Employment History
Current Registrations
Detterbeck Wealth Management
Previous Registrations
Quantum Investment Management, LLC
State Registrations1 state
Exams
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.