Strategic Alliances
At DWM, we recognize the importance of aligning with trusted, best-in-class resources to better serve our clients. These strategic alliances allow us to provide deeper expertise, specialized tools, and innovative solutions that go beyond what any one firm can offer. By collaborating with respected partners, we ensure every client benefits from a seamless, comprehensive approach to managing and protecting their wealth.
Our Major Strategic Partners
Detterbeck Wealth Management has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Since 1987, Schwab has provided independent advisors with the platform , products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
Money Guide Pro is our comprehensive financial planning software. It provides clients and other advisors 24/7 access to the plan. Money Guide Pro integrates with Orion and Junxure.
Orion Advisor Services, LLC is our back office reporting service. They track account activity with our custodians and provide reports accessible to DWM and our clients 24/7 online and through smart phone mobile applications.
A client relationship management platform built specifically for financial advisors. It helps DWM securely manage client data, streamline communication, and deliver highly personalized service.
A professional tax preparation platform that allows DWM to prepare and file client returns efficiently and accurately. ProConnect integrates with financial planning tools to support seamless tax projections and strategies.
NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict Fee-Only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.
Community Partners
DWM and its team members are proud to support and be associated with the following community partners.
