Broker Check
Robert V. DuCharme, CPA/PFS

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 pursue their goals and dreams by implementing life planning and risk-managed financial solutions.

Qualifications & Licensing

  • BS - Major Accounting, Minor Business Management
  • Licensed CPA since 1991, PFS added 2006
  • Series 65 - Investment Advisor Representative
  • 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

  • New Berlin Chamber of Commerce Board of Directors
  • Metropolitan Milwaukee Association of Commerce
  • Faith Based Service
  • AICPA and WICPA
  • Harley Owners Group (HOG)

´╗┐Rob with his Family in 2020

Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. • The Five Star award is not indicative of the wealth managers’ future performance. • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. • Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. • Five Star Professional is not an adviser firm and the content of this article should not be considered financial advice. • The award methodology does not evaluate the quality of services provided.