Meaningful Support
Comprehensive Management
Fiduciary advice & management that partners with you
Simple approach
At DuCharme Wealth Advisors, we’re committed to delivering clear, outcome-driven advice tailored to your unique goals—always at a fair price. As a Fiduciary, your best interests are at the heart of everything we do. Our comprehensive services include Investment management, Financial planning, and Retirement Plan Consulting, designed to meet your needs on your terms.
With the flexibility to connect online or meet you at your home or office, we make it easy to bring personalized financial solutions directly to you. Let’s work together to turn your financial aspirations into reality.
Dedicated to your financial success
A fee-only business model eliminates commissions and puts your objectives at the forefront. All of your appointments are held confidentially with private communication and individualized summaries.
In-person and remote meetings
Convenience above all – you’re covered with digital and home and office meetings. We’ll travel to you or meet over the web for your convenience.
Services designed for you
Financial Planning & Consulting
$1,000
Initial Plan
Organize your finances using powerful technology and get personalized advice and guidance to fit your needs.
Fiduciary relationship
Web & mobile applications
Account aggregation & organizing
Goal development
Progression tracking
Budgeting
Cashflow analysis
Financial statements & projections
Tax planning
Investment policy statement
Retirement planning
Education planning
Insurance strategy with risk analysis
Estate planning & mapping
Real estate
Business analysis
Inheritance & windfalls
Debt management
10% discount referral code to Trust&Will for estate planning documents
Comprehensive Portfolio Management
$125+
Monthly
Automate the day-to-day investment decisions across all of your household’s accounts, ensuring proper alignment with your customized financial plan.
Fiduciary relationship
Waived personal financial planning & consulting services fee
360° portfolio: Management of all household brokerage, retirement, annuity, and insurance accounts
Tailored portfolio designs
Investment due diligence
Quarterly rebalancing
Monthly performance reporting
Daily monitoring and alerts
Client Types for All Services
Individuals
Accredited investors
Families
Businesses
Charitable organizations
Trusts and estates
Pension and profit-sharing plans
Small Business Retirement Plans
Contact for pricing
New & Existing Plans
Design a retirement plan that aligns seamlessly with your business goals while maximizing benefits for you and your employees.
New Plans
Fiduciary relationship
Complete plan start-up & walkthrough
Business Analysis & Plan Design
Owner/ Executive Compensation
Payroll integration coordination
1 on 1 Participant education
Qualified default investments
Reporting
Existing Plans
Fiduciary relationship
Plan pricing review
Owner benefit assessment
Employee benefit assessment
1 on 1 Participant education
Qualified default investments
Plan redesign as needed
Reporting
Community Financial Literacy
Free
No cost or commitments
We believe financial literacy is a basic human right. Our mission is to engage with your community to provide education, access to personal financial planning technology, and other resources to help families succeed.
Simple online enrollment
Web & mobile applications
Guided learning experience
Progression tracking
1 on 1 check-ins
10% discount referral code to Trust&Will for estate planning documents
Fundamental Topics
Organization
Budgeting
Emergency savings
Debt management
Retirement savings
Education savings
Seminars
15 min -2 hour lengths available
Financial Literacy Fundamentals
Financial Literacy for Retirees & Pre-Retirees