Our Team is passionate about serving our communities.If you ask any of our advisors for the most important thing that we bring to the table, it's trust.At Du Charme Wealth Management, we care about our clients and each other, which is illustrated by our trusting relationships.
Our advisors have diverse personalities with one thing in common: we make our clients comfortable by connecting, engaging, and meeting them where they are.
Our foundation is built on trust. If there's one thing our clients can be sure of, it's that we have their best interests in mind. Our moral and ethical compasses align with our fiduciary responsibilities.
We're confident in our ability to solve each individual challenge with skill and professionalism. We pride ourselves on leading through innovation, and bringing the best solutions to the table for our clients.
Sometimes we feel like parents - nurturing and supportive with a strong sense of protecting our young. We want to give our clients the knowledge and resources that they need to make good decisions for their lives. We only want the best for those we work with.
We can't help it, we get excited about what we do, and how we can impact our clients' lives. We believe that we can change the world through those we help, and we approach this business with our whole heart.
Wealth Management Advisor & Founder
Wealth Management Advisor
Director of Operations
Wealth Protection Consultant
Accredited Wealth Management Advisor (St. George)
Accredited Wealth Management Advisor (Salt Lake City Area, UT)
Wealth Management Advisor (St. George, UT)
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, or make a career change that will fulfill your passion for people, give us a call. We're ready to help you change your life for the better.
Robert V. Du Charme, CPA/PFS, Founder