Robert V. DuCharme, CPA/PFS
Wealth Management Advisor & Founder
Born in Milwaukee, Wisconsin, Rob was taught values of self-reliance, trustworthiness, hard work and helping others by his parents. Learning from family farming and real estate businesses provided invaluable hands-on experiences that helped foster an entrepreneurial business mindset. After graduating from New Berlin West High School, Rob spent a couple years in church service followed by earning a Bachelor of Science in Accounting from Brigham Young University. Robert has over 30 years of diverse, results-oriented business experience working in public accounting, private industry and comprehensive financial solutions. Rob lives in New Berlin, WI with his wife, Heidi, of 30+ years and together they find joy and happiness with their family and friends. Rob’s hobbies include riding his Harley with his wife, playing with his Grandkids, health and fitness, personal development and helping others succeed.
Business Philosophy
Rob’s experience has helped him develop passion and heart for the mission: leave no family, individual or business behind on their financial journey. His primary objective is to help others achieve their goals and dreams by implementing life planning and risk-managed financial solutions.
Qualifications
- BS - Major Accounting, Minor Business Management
- Licensed CPA since 1991, PFS added 2006
- Securities Licensing Series 65
- Licensed Life, Health & Accident Insurance
- Notary Public
- 30+ years practical experience and common sense
- Multiple Year Five Star Wealth Manager Award Winner, featured in Milwaukee Magazine, Forbes and Wall Street Journal
Areas of Focus
- Planning for Business Owners, Executives & Associates
- Facilitating Introductions and making Connections
- Offering Company Sponsored Retirement Plans
- Initiating Strategic Partnerships with CPAs, Attorneys and Professionals focused on value-driven client solutions
- Advocating/Speaking on Non-Partisan Economic & Financial Literacy
Memberships & Organizations
- Faith Based Service
- AICPA and WICPA
- Harley Owners Group (HOG)
- New Berlin Chamber of Commerce
- Waukesha County Business Alliance
- Metropolitan Milwaukee Association of Commerce
Rob with his Family in 2020