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Fiduciary Advisors: Doing The Right Thing Is Always Right

Fiduciary Advisors: Doing The Right Thing Is Always Right

August 05, 2017

Here at the Du Charme Wealth Management, we’re committed to doing the right thing by our clients; we were fiduciary advisors before that term was well known, and our values have never wavered.

What does doing the right thing mean to our clients?

We won't sell you the product of the week

We have an awesome portfolio of best-in-class products to offer our clients, but we don’t sell them for the sake of a sale (or our own commission). We listen to understand our clients’ goals, challenges, and vision for the future before we make any recommendations. Our goal is to be your financial advisor for the next 10…15…50 years, which means we’ve got plenty of time to put a solid strategy in place that makes sense for you today. It’s about so much more than the sale to us.

We help everyone...that's right...everyone.

Many financial advisors can only open an account for you if you have $50k or more to invest, but that’s not our style. We want to help every individual and every family achieve their dreams for the future. The reality is, many people in our community can only afford to put a couple thousand dollars into an account right now. That’s okay by us. We want to help you get started growing your money, and put a strategy in place to increase your contributions year after year. Your future starts now, and we want to help you get started, no matter where you are financially today.

We take it one step at a time.

How many times have you had someone try to sell you insurance, asking you how much you can afford to pay each month, based on what’s left over in your budget rather than the amount of insurance you need to protect yourself and your family? That’s not how we roll. We want to help you figure out your monthly household and/or business cash flow, and help you reconfigure your budget (if needed) to create some resource to put toward your hopes and dreams for the future. Once your cash flow is under control, we’ll talk about your roof of protection (insurance), and funding mid- and long-term goals (investments). We’ll never put the cart before the horse to make a sale.

These are just a few ways we work to make sure we’re doing the right thing by our clients, every day. If this type of relationship sounds like a good fit for you, we’d love to set up a free consultation with one of our advisors. Just email or call (262) 505-5740 to set up an appointment.