Brett M. Detterbeck
Financial Advisor
Detterbeck Wealth Management
Fee-Only financial planner located in Palatine, IL, serving clients locally and across the country
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I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Serving the Chicago, IL and Charleston, SC areas, we have locations in the Palatine, IL & downtown Charleston, though we work with clients nationwide.
Contact us here to ask a question or schedule an introductory call.
Detterbeck Wealth Management provides investment management and comprehensive financial planning, including tax planning, estate planning, and cash flow management to help middle income and high net worth individuals, families and entrepreneurs organize, grow and protect their assets.
Get to Know Brett M. Detterbeck
12/05/2023 - Brett Detterbeck was interviewed by FeeOnlyNetwork.com
What do you think is the biggest mistake people make with their money?
Overspending. We do tons of financial plans. At the end of the day, the make it or
break it for plans is not investment returns or how long you might live or whatever
– generally the number one factor determining the probability of success of your
plan comes down to how much one spends. That said, creating a budget or just
monitoring your cash flow can help you get on your way to making your long-tem
financial plan work.
If you could only give one piece of financial advice, what would it be?
Don’t delay with investing or financial advice. The younger you start investing
and educate yourself, the more successful you will be. I started doing an
automatic investing program early on with just $25/month. It may not seem like
much, but those small early dollars will grow into a mountain of money over time
given the power of compounding and, moreover, it will instill savings discipline
into your life.
What is the biggest misconception about your job?
The biggest misconception is that its only about INVESTMENT MANAGEMENT.
As a WEALTH MANAGER, my job is much more than just investment
management for our clients. It also includes focusing on all financial areas of the
client including educational planning, cash management, retirement planning, tax
planning, estate planning, and more. We strive to add value to our clients every
day.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients:
- Retirees and Near Retirees
- High-Net-Worth Families
- Business Owners and Executives
- Sudden Money Situations
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Brett M. Detterbeck's Designations and Affiliations
Brett Detterbeck is a CFA® charterholder
Office Locations
110 North Brockway Street, Suite 330 - Palatine, IL 60067
104 Church Street - Charleston, SC 29401
