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 sherpas – 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 G. Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
Favorite Quote: “You must be the change you wish to see in the world.” -Mahatma Gandhi
Brett M. Detterbeck, CFA, CFP®, AIF®
Favorite Quote: “It's easy to grin, when your ship comes in, and you've got the stock market beat. But the man worthwhile, is the man who can smile, when his shorts are too tight in the seat.” -Judge Smails
Favorite Quote: “You’re only given a little spark of madness. You mustn’t lose it.” -Robin Williams
Favorite Quote: “Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.” -Mark Twain
Jake J. J. Rickord, AWMA®
Favorite Quote: “In the end, we'll all become stories." -Margaret Atwood
Favorite Quote: “Talent will get you in the door, character will keep you in the room.” -John Wooden