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
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.
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.
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!
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.
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.
Reviews (5)
Laurel Walters
Aug 06, 2019
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Aj Vermiglio
Jan 21, 2018
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Posting ads for "administrative assistant" and then in the "interview" slides in that the assistant must get licensed. In the job description, there's no mention of any insurance sales, thus not requiring any licensing. This is an attempt to turn people looking into a part-time office role into insurance sales reps. This wouldn't be a problem if it were transparent. However, this is very unethical and has a lack of transparency. How you do one thing is how you do everything. There are thousands of advisors out there to choose from. Choose one that truly is in business for the right reasons and
CryoFit New Berlin
Dec 01, 2017
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Annalee Kruger Care Right Inc
Nov 06, 2017
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I have known and worked with with Rob Du Charme and his team for several years. I feel Rob has great values and is trustworthy. I have been very impressed with their holistic model of financial planning for their clients. He runs a very impressive business and office. Thank you so much Du Charme Financial Group!!! They are an all-inclusive firm from financial planning, long term care insurance planning, and tax ramification planning. Keep up the great work!!
Kelly Andrew
Oct 13, 2017
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I've worked with Rob and the Team at Du Charme Financial Group for over a year, both as a vendor providing service to them, and as a client, receiving financial guidance. In both roles, I've seen nothing but the highest ethical standards, smart and thoughtful recommendations, and a passion for helping people. They're great to their staff, and they're great to their clients. I've referred friends both as clients, and as potential employees, invited my own staff to take advantage of the services they provide, and I wouldn't hesitate to recommend this organization to anyone in my network.
