Trusted partners for years to come
Meet your advisors
David DuCharme
Founder & Financial Advisor
As the founder of DuCharme Wealth Advisors, I have built my firm around one core principle: treating clients like family. This means providing transparent, personalized financial solutions that are grounded in integrity and designed to help clients achieve their unique goals.
Our independence as a registered investment adviser gives us the flexibility to tailor our advice to each individual without the limitations of larger institutions. By utilizing institutional-level investment strategies and comprehensive financial planning, I ensure that my clients receive the highest quality advice, empowering them to make informed decisions with confidence.
At DuCharme Wealth Advisors, we take pride in fostering long-term relationships, offering personalized support and consistent engagement to help clients navigate life’s financial milestones.
Justin Connolly
Private Wealth Advisor
Justin is dedicated to helping businesses and individuals achieve financial confidence through personalized, strategic planning. With extensive experience in employer-sponsored retirement plans, Justin works closely with local executives and business owners to craft solutions that benefit both their organizations and employees. His approach focuses on clear, actionable advice that helps clients meet their unique goals.
Justin’s commitment to transparency and hands-on guidance has earned him a reputation for delivering reliable, long-term strategies. By leveraging institutional-level money management techniques and personalized financial planning, he ensures that his clients are equipped to navigate both current challenges and future opportunities.
At DuCharme Wealth Advisors, Justin fosters strong, lasting relationships through consistent engagement and a focus on understanding each client’s evolving needs. His goal is to provide the education and support necessary for clients to make informed financial decisions that align with their long-term objectives.
Connecting with you
1
Free consultation
You’ll be asked a few questions to help us understand your situation and most immediate concerns.
2
Get organized
We’ll share a complete analysis of your current financial picture and outline several proposals best fit for your needs and preferences.
3
Strategize
Together, we’ll decide what strategy makes sense for you and your family.
4
Keep talking
Finally, we develop an ongoing communication schedule that fits your lifestyle, ranging from annually to monthly.
Why DuCharme?
Our business structure and investment philosophy provide for diligent financial advice and investment management with complete transparency and no hidden-costs.