Broker Check

From the Founder: A Letter From Rob Du Charme

Dear Friends, Colleagues, and Clients,

It's important to me to share a little bit about why I started this business, and why I continue to be passionate about growing our team and helping our clients. Back in 2001, when I started my practice, I committed to the idea that we are here to serve everyone, not just the wealthy, not just high potentials for our paychecks, but everyone. This philosophy stems from my personal values and faith - I believe that every human on this earth deserves to dream of a better future for themselves, and access the support they need to get there.

Our mission remains true today. I am not here to sell you the product of the week, or convince you to invest in something that doesn't make sense for you, your family, or your business. All of the advisors at the Du Charme Wealth Management are fiduciary-based - we're committed to looking at the whole picture, and positioning you to achieve your dreams based on your best interests, not our own. Our strategic partnerships allow us access to a wide variety of best-in-class products, and our knowledge and experience allow us to create effective, productive financial strategies for our clients.

We believe in doing the right thing. For our clients, that's developing fiduciary-based strategies that get them closer to their dreams and protect them when things don't go as planned. For our advisors, that's working together to provide the resources needed for professional growth, development, and success.

I'm confident that our team stands out in a sea of sales pitches and products as real people caring for real people.

When you're ready to make your financial plan for the future, give us a call. We're ready to help you change your life for the better.

Respectfully,

Robert V. Du Charme, CPA/PFS, Founder