Our passion lies in meeting you where you are, understanding your dreams and vision for your life, and helping to educate you on your many financial options for today and the future. This passion is matched by our expertise in finding the best solution for each individual, family, or business and continuing our engagement through ongoing communication and care.
Our relationships are built on a foundation of trust, which allows us to protect you, your family, and your business, giving you peace of mind, and us the satisfaction of providing stability in an ever-changing world. Our team is made up of fiduciary financial advisors who will always do what is best for you.
Our relationships are built on a foundation of trust, which allows us to protect you, your family, and your business, giving you peace of mind, and us the satisfaction of providing stability in an ever-changing world. Our team is made up of fiduciary financial advisors who will always do what is best for you.
Services
Our Team
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If you ask any of our advisors for the most important thing that we bring to the table, it's trust. At Du Charme Financial Group, 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 Business Structure
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The Du Charme Financial Group, a branch office of Global View Capital Advisors, is a growing organization, committed to helping everyone on our team find professional success.
With back-office support from Global View Capital Management, our Advisors are equipped with cutting-edge tools and resources to grow their business; additionally, mentoring and support from Executive Directors and in-office Support Team offers new Advisors a chance to learn from the best, every day.Our Business Development Advisors love people and enjoy networking.
With back-office support from Global View Capital Management, our Advisors are equipped with cutting-edge tools and resources to grow their business; additionally, mentoring and support from Executive Directors and in-office Support Team offers new Advisors a chance to learn from the best, every day.Our Business Development Advisors love people and enjoy networking.
Five Star Wealth Managers
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2021: Rob Du Charme and Eric Becker are among the select Wealth Managers in the Milwaukee Area that were awarded the Five Star Wealth Manager Award. They will be featured in the Milwaukee Magazine in 2021. The Du Charme Financial Group has received this distinction over multiple years - we're committed to excellence and it shows!
How to Find a Fiduciary Financial Advisor
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Lots of people are talking about how to find the right financial advisor for you (take this Wall Street Journal article, or this interview on PBS Newshour), and we encourage every individual we meet to do a little bit of research before committing to work with anyone. 1. Are you a Fiduciary?
This is our #1 concern for our clients - not all advisors have made a commitment to work in their clients' best interest at all times, which means some are more concerned about selling a product and gaining a commission, which leads us to.2. What sort of compensation do you receive? Advisors who work exclusively on commissions often have less altruistic reasons for pushing a certain product if they're getting a large commission on it.
This is our #1 concern for our clients - not all advisors have made a commitment to work in their clients' best interest at all times, which means some are more concerned about selling a product and gaining a commission, which leads us to.2. What sort of compensation do you receive? Advisors who work exclusively on commissions often have less altruistic reasons for pushing a certain product if they're getting a large commission on it.
Individuals & Families
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We'll become your personal CFO, listening as you identify your dreams, helping you develop a strategy to grow your resources and take care of those you love, now and in the future. We help you to create a legacy for future generations and to protect your family from life's unexpected challenges. Our team of fiduciary financial advisors will work together with you to create a holistic financial plan.
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