Broker Check
Team Why Fiduciary Strategy
Agent Photo

The Du Charme Financial Group, a branch of Global View Capital Advisors

Your Fiduciary Financial Advisors in New Berlin, WI

Our passion lies in meeting you where you are, understanding your dreams and vision for your life, and helping to educate you on your many financial options for today and the future. This passion is matched by our expertise in finding the best solution for each individual, family, or business and continuing our engagement through ongoing communication and care. Our relationships are built on a foundation of trust, which allows us to protect you, your family, and your business, giving you peace of mind, and us the satisfaction of providing stability in an ever-changing world.

Looking for a financial advisor who will do what is right for you?

Not everyone that calls themselves a financial advisor has to act in your best interest. 

Our team is made up of fiduciary financial advisors who will always do what is best for you.

Learn more about fiduciary financial advisors.

We're passionate about "Our Why"

Our team is passionate about serving New Berlin and our culture reflects the values of our community.

Get to know us

What if you could see into the Future? 

We've got the tools to help you make smart decisions for your financial future, at your fingertips. 



Helpful Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprises

Making the most of surprises is a great reason to work with us.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

View all videos arrow