Du Charme Wealth Management

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 them. I wholeheartedly recommend her to anyone looking for a financial planner who combines expertise with genuine care.

Absolutely the best place in southern utah for financial planning and estate planning!

I’ve had a great experience working with Brandon and the team at Du Charme Wealth Management. Brandon helped us set up a life insurance policy and took the time to really walk through the options and make sure everything made sense for our situation. What stands out most is how much he genuinely cares about his clients. He’s also the only Chartered Market Technician (CMT) in the area that I’m aware of, which speaks to the depth of his expertise. Brandon is the kind of advisor who puts in the work and truly looks out for your best interests. I trust him and his team completely and would highly recommend them.

If you are in Southern Utah or St. George area I highly recommend working with Du Charme Wealth Management. Both Braden and Marcus have been so helpful, the highest level of integrity and trust and quick to respond when I have any questions or need anything. 1000% recommend speaking with them about your financial and investment needs!

Carisa has been an absolute pleasure to work with! She is professional, personable, and very knowledgeable. Communication has been excellent. My husband & I are so happy to be working with her and the entire Du Charme team. Highly recommend!

Branden is a true professional... He has a deep understanding of his industry and was very honest and transparent regarding how he can help me and my family. Thank you Branden!

As a top producing real estate team in St. George, we are very careful about who we refer our clients to, especially when it comes to their wealth and retirement planning. Branden and his team at Du Charme Wealth Management have been outstanding. We’ve referred several clients to Branden over the past year, and the feedback has been consistently fantastic.

What I appreciate most:
- Proactive, clear communication. Branden keeps the both us and the client in the loop, which makes complex financial decisions feel simple and well-timed alongside home purchases or sales.
- Retiree-focused planning. Many of our clients are relocating to Southern Utah for retirement, and Branden is excellent at aligning cash flow, tax strategy, and investment risk with their new lifestyle goals.
- Holistic problem-solving. He’s helped clients optimize down payment strategies, structure proceeds from a home sale, and plan for future remodels without jeopardizing long-term plans.
- Genuine care. Our clients feel heard, never rushed, and always leave conversations with next steps they understand.

Real talk: a great wealth manager makes our job easier and our clients’ lives better. Branden does exactly that. If you’re moving to St. George or planning a retirement transition, I highly recommend connecting with Branden and his team. Five stars, no hesitation. ⭐⭐⭐⭐⭐

Branden is a rare combination of highly knowledgeable, while equally friendly and approachable. He is trustworthy and a very high-level individual. Du Charme Wealth Management is a great company. Branden has provided so much value to me and my family. Highly recommend him.