About Ducharme Wealth Advisors, LLC
Founded by a team of experienced financial professionals, Ducharme Wealth Advisors, LLC is a trusted wealth management firm that specializes in providing personalized financial solutions to its clients. With a strong focus on the long-term financial goals of its clients, the firm aims to help individuals and families achieve financial success and security.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and solutions to help clients achieve their long-term goals.
- Uses a holistic approach to wealth management, considering all aspects of a client’s financial picture.
- Offers a wide range of financial services to meet the unique needs of each client.
- Committed to providing transparent and unbiased advice to its clients.
- Regularly communicates with clients to keep them informed and updated on their financial progress.
Facts and Insights
At Ducharme Wealth Advisors, LLC, the team of financial experts is committed to helping clients achieve their financial goals through a comprehensive and customized approach to wealth management. The firm follows a disciplined investment philosophy and strives to provide competitive returns for its clients. Here are some key facts and insights about Ducharme Wealth Advisors, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Ducharme Wealth Advisors, LLC offers a comprehensive range of financial services to meet the unique needs and goals of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth transfer strategies
- Charitable giving
Client Types
The firm caters to a diverse client base, including individuals, families, and business owners. It also serves clients in various industries, including technology, healthcare, and finance.
Fees & Compensation
Ducharme Wealth Advisors, LLC operates on a fee-based model, which means that the firm is compensated based on a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of its clients, as the more the clients’ assets grow, the more the firm earns.
Background
Ducharme Wealth Advisors, LLC was founded in 2006 by John Ducharme, a highly experienced financial advisor with over 25 years of experience in the financial industry. John and his team are dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning and management.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ducharme Wealth Advisors, LLC is required to disclose any potential conflicts of interest to its clients. The firm is committed to providing transparent and unbiased advice to its clients and has no legal or disciplinary disclosures.
In conclusion, Ducharme Wealth Advisors, LLC is a trusted wealth management firm that puts its clients’ interests first. With its experienced team, comprehensive financial services, and commitment to transparency, the firm is well-equipped to help clients achieve their long-term financial goals.