Branden DuCharme, AWMA®

Branden was raised in New Berlin, Wisconsin in an entrepreneurial family that focused on financial literacy and a strong midwestern work ethic. As an adult, Branden moved west to Utah where he met his wife and continued to develop a diverse background.

Branden had the opportunity to cut his teeth in the business world first helping to grow a small business, then moving into corporate management where he excelled at leading teams. From there, Branden was seeking to fulfill a different purpose in life and joined the United States Army and served as a Scout for several years active duty.

After his time with the Army, Branden formally studied Finance at Dixie State University and has joined his father (Rob) in the family business of helping people through holistic financial planning and investment advising as a fiduciary. He still resides in Southern Utah with his wife and son.

Business Philosophy

Branden was raised on the principle “Help others, and the rest will work itself out”. He lives this principle as a third-generation investor helping individuals and families achieve financial success. He believes that money cannot buy happiness, but it can buy back your time, which can be spent building meaningful relationships or pursuing life’s most meaningful goals.

He now seeks to professionally help those looking for guidance, education, and assistance with their financial success. He believes in approaching finances and investing in simple terms that helps his clients understand what is available to them.

With Branden as your personal financial advisor, you will be able to work with him like a personal CFO. You maintain the final decision-making power as the CEO of your own life, but Branden will be there to help you understand the financial impacts of decisions you need to make. By educating you on options, opportunities, and potential risks, Branden will empower you to make the decision you feel is best for yourself and your family.

Qualifications

• Series 65 Investment Advisory License
• Life, Health, and Accident Insurance License
• Accredited Wealth Management Advisor^SM

Areas of Focus

• Holistic planning
• Investment Advising
• Wealth Management Solutions
• Real Estate Investments

Memberships & Organizations

• National Association of Active Investment Managers
• Washington County Board of Realtors
• Washington Chamber of Commerce