Business Details
Your Trusted Financial Partner in New Berlin, WI
At Du Charme Wealth Management, we empower individuals with confidence and peace of mind through professional financial advice and innovative wealth management strategies. Our fiduciary duty ensures your interests always come first, with personalized planning tailored to your unique needs. We specialize in income planning, investment management, estate and legacy planning, and proactive tax strategies. Our team of certified advisors brings decades of combined experience, serving clients nationwide from offices in New Berlin, WI, and St.George, UT. We prioritize transparency, ethical standards, and long-term client relationships, integrating risk management and active portfolio adjustments to navigate market complexities. Recognized as Five Star Wealth Managers for over a decade, our commitment to excellence is reflected in our client-centric approach and industry accolades.
Services
Income Planning
Investment Management
Estate Planning
Tax Planning
Legacy Strategies
Highlights and features
- We act as fiduciaries, legally bound to prioritize your best interests.
- Our team holds advanced certifications including CPA/PFS, AWMA, and CMT.
- Proactive tax planning integrated with investment and estate strategies.
- Active risk management approach to portfolio adjustments and market shifts.
- Recognized as Five Star Wealth Managers for 12 consecutive years.
Associations and certifications
- Five Star Professional
What people say
Personalized advice
Fiduciary dedication
Proactive planning
Expert team
Award-winning service
Services
Income Planning
Our income planning service optimizes financial assets to create sustainable retirement income streams. We analyze retirement accounts, pensions, and alternative income sources while integrating tax and investment strategies. Tailored plans consider market conditions, tax implications, and individual financial goals to ensure long-term stability.
Investment Management
As fiduciaries, we provide active investment management focused on risk mitigation and growth. Our approach combines traditional and alternative assets with transparent fee structures. We prioritize client-aligned strategies that adapt to market changes while maintaining compliance with regulatory standards and individual risk tolerances.
Estate Planning
Our estate planning integrates wealth transfer strategies, charitable giving, and special needs provisions. We collaborate with legal professionals to create comprehensive plans that minimize tax liabilities while preserving client values. Services include lifetime wealth transfers and legacy-building strategies aligned with personal objectives.
Tax Planning
Proactive tax planning services focus on lifetime tax liability reduction through strategic income timing and investment decisions. We collaborate with CPAs to implement legal tax-saving strategies while integrating tax considerations with broader financial planning objectives for comprehensive wealth management.
Legacy Planning
Legacy planning services combine tangible asset transfer with intangible value preservation. We develop strategies for charitable giving, family wealth education, and values-based estate planning. Our approach ensures multi-generational impact through coordinated legal, tax, and investment strategies.
People
Robert V. Du Charme
Wealth Management Advisor & Founder
Certified Public Accountant with over 20 years of experience in wealth management. Specializes in fiduciary advisory services and tax-efficient strategies. Holds CPA/PFS designation and has received the Five Star Wealth Manager award for 12 consecutive years.
Eric Becker
Wealth Management Advisor
Experienced financial advisor with expertise in retirement planning and portfolio management. Recognized as Five Star Wealth Manager for 12 years. Focuses on client-centered solutions and proactive investment strategies to meet long-term financial goals.
Branden DuCharme
Accredited Wealth Management Advisor
CMT-certified advisor specializing in active risk management and investment strategies. Brings technical market analysis expertise to client portfolios. Committed to delivering personalized financial solutions aligned with individual risk profiles and objectives.
Carisa Bertrand
Accredited Wealth Management Advisor
AWMA-designated advisor with focus on comprehensive financial planning and client education. Provides tailored wealth management solutions while emphasizing long-term financial security and goal achievement through strategic planning approaches.
Ellie Schneck
Director of Operations
Oversees operational excellence and client service delivery. Ensures seamless implementation of financial strategies while maintaining compliance with industry regulations. Serves as key liaison between advisors and clients to enhance service efficiency.
Questions
What services do you offer as financial advisers?
We provide comprehensive wealth management including retirement planning, investment management, tax optimization, estate planning, and legacy strategies tailored to individual financial goals.
Are you legally required to act in my best interest?
Yes, as fiduciaries we're legally obligated to prioritize client interests through transparent advice and conflict-free investment recommendations.
How are your advisors qualified?
Our team holds advanced certifications including CPA/PFS, AWMA, CMT, and CES, with average 15+ years industry experience and 12 consecutive Five Star Wealth Manager awards.
How often do you review financial plans?
We require annual reviews but offer quarterly meetings or on-demand consultations through preferred communication channels for ongoing plan optimization.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual meetings and local office locations in Wisconsin and Utah.
How do you handle tax planning?
Our proactive tax planning integrates with investment and estate strategies, collaborating with CPAs to legally minimize lifetime tax liabilities while maximizing wealth preservation.
