The people behind
DuCharme Wealth Advisors
We serve clients who value thoughtful & proactive advice, disciplined decision-making, and long-term relationships grounded in trust. This page is a look at the advisors behind that work.
Our Team
Meet your advisors
Our role is not simply to manage accounts. It is to help clients think clearly, plan carefully, and move forward with confidence as financial decisions become more significant and more connected
FOUNDER & FINANCIAL ADVISOR
David founded DuCharme Wealth Advisors to build a firm centered on independence, discipline, and a high standard of care.
He works closely with clients who want more than periodic investment recommendations. Many are navigating growing complexity across investments, planning, family decisions, business interests, or long-term wealth strategy and want an advisor who brings structure, judgement, and steady guidance to the table.
As an independent fiduciary, David’s role is to help clients make sound decisions with greater clarity and confidence over time.
David DuCharme
PRIVATE WEALTH ADVISOR
Justin works with individuals, families, and business owners who want clear, well-structured advice they can act on with confidence.
His experience is especially valuable where personal and business financial decisions intersect, including executive compensation, exit planning, and broader planning considerations that require careful coordination.
Clients value Justin’s thoughtful communication, practical mindset, and long-term approach to helping them stay organized and make better decisions.
Justin Connolly
Why DuCharme?
Our business structure and investment philosophy provide for diligent financial advice and investment management with complete transparency and no hidden-costs.
