A complete list of active advisors currently associated with DuCharme Wealth Advisors, LLC

Warmer can help you find a great advisor at DuCharme Wealth Advisors, LLC or one who fits your needs even better.

DuCharme Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and small businesses with comprehensive portfolio management, standalone financial planning, and retirement‑plan consulting. The firm also works with clients to select and manage annuity sub‑accounts and to monitor and rebalance held‑away accounts such as 401(k)s and 529 plans. Investment management is primarily discretionary and focuses on strategic asset allocation, tax‑aware, lower‑cost portfolios and ongoing monitoring, drawing on fundamental, sector, cyclical and qualitative analysis as well as third‑party manager due diligence. Financial planning and consulting are offered on an engagement basis and the firm may use a mix of equities, fixed income, ETFs, mutual funds, options and alternative investments where appropriate. A distinctive aspect of the firm is that certain representatives are separately licensed insurance agents and the firm recommends and implements insurance and annuity solutions; commissions from those transactions are disclosed and are not credited against advisory fees, creating an explicit conflict of interest that the firm discloses. The firm also leverages third‑party services such as a discounted digital estate‑planning provider and operates with a small advisor team and client base, which shapes its hands‑on service model.

To learn more about the advisors currently working at DuCharme Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.