Wealth Management
Ongoing oversight of your investments, aligned to your documented objectives and reviewed with you on a set schedule.
Explore wealth managementWhat we do
Financial planning services for every major goal.
Detalus coordinates six disciplines into one plan, built around the goals you name and measured against them over time. Each is grounded in the same fiduciary standard and documented process.
Financial Planning
An evidence-based plan that models your cash flow, savings targets, and milestones, then measures progress against them.
Explore financial planningInvestment Management
Allocation set to your plan, with disciplined rebalancing and clear, documented reasoning. Included in every wealth management engagement.
Part of wealth managementRetirement Planning
A plan for income that lasts: withdrawal sequencing, Social Security timing, and modeling stress-tested for a long retirement.
Explore retirement planningCollege Planning
529 and education funding strategies sized to the schools and timelines you have in mind, so tuition is a goal you can measure.
Explore college planningLegacy Planning
Beneficiary, trust, and transfer coordination so the estate you have built moves on the terms you intend to set.
Explore legacy planningHow we work
A documented process, reviewed on a schedule.
Every service follows the same sequence. Good planning is not a one-time event, so Detalus returns to it as your life and the markets change.
Step 01
Discovery
We document where you are: your resources, your timeline, and the goals you want to reach.
Step 02
The plan
We build the strategy, set the benchmarks, and put the fee structure and scope in writing.
Step 03
Review
We measure progress against the benchmarks and adjust the allocation as conditions change.
Not sure which service fits?
Start with a consultation. We will review your goals and point you to the right plan, with no obligation.
SEC Registered Investment Advisor · Fiduciary · Serving St. Louis since 1999