About Du Charme Wealth Management
Reviews for Du Charme Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Du Charme Wealth Management serves as a trusted fiduciary wealth management advisor, providing financial strategies for individuals, families, and businesses. The firm gives great advice and guidance on your full financial picture, not just your investments. The team is personable and are true advocates to help you with the best outcome for your finances. Clients report gaining confidence and peace of mind through tailored strategies and scheduled reviews. The team is described as professional, very knowledgeable, and always ready to answer questions, making it a highly recommended choice for anyone seeking to improve their financial situation or prepare for retirement.
Carisa Bertrand has been an absolute pleasure to work with. She listened to us, made recommendations, and was incredibly professional in every interaction. We moved all of our savings to her and she has talked to us and offered assistance to us 10 fold what our last financial planner did. We adore Carisa and would highly recommend her for all your needs! She is incredible! Smart, funny, professional and thorough!
Carisa Bertrand has been very helpful in taking care of our 401(k)s. We had moved over from another company and she has done more for us than the other company did and we had them for 10 years. I would recommend her to anybody.
I can't say enough good things about the support I've received through my financial planning and wealth management journey. Carisa has an incredible ability to make finances feel approachable and understandable. What once felt confusing and overwhelming now feels manageable because she helped me break everything down into clear, actionable steps.
She is highly skilled, knowledgeable, and thorough, but also patient and supportive. I never feel rushed or talked down to, and she always takes the time to ensure I understand the reasoning behind each recommendation. Thanks to her guidance, I have a much clearer vision of my financial goals and the steps needed to reach...read full review