As seen in
Milwaukee Five Star award winners

PROFESSIONAL PROFILE

Du Charme Financial Group

Executive Director
A Branch of Global View Capital Advisors
15885 West National Avenue, Suite 100
New Berlin, WI 53151
Office: 262-505-5740
rducharme@gvcaponline.com
www.ducharmefinancialgroup.com

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.

Robert V. Du Charme, CPA/PFS

Executive Director & Branch Manager

Phone: 262-505-5740

Born in Milwaukee, Wisconsin, Robert was taught values of self-reliance, trustworthiness, hard work and helping others by his parents. Learning from family farming and real estate businesses provided invaluable hands-on experiences that helped foster an entrepreneurial business mindset. After graduating from New Berlin West High School, Robert spent a couple of years in church service, followed by earning a Bachelor of Science in Accounting from Brigham Young University. Robert has over 30 years of diverse, results-oriented business experience working in public accounting, private industry and comprehensive financial solutions.

Robert is currently living in New Berlin, WI with his wife, Heidi, of 30 years and together they find joy and happiness with their family and friends. Robert’s hobbies include riding his Harley with his wife, playing with his Grandkids, health and fitness, personal development and helping others succeed.

Eric Becker

Executive Director

Phone: 262-505-5740

Eric J. Becker

Executive Director

Phone: 262-505-5740

Eric earned a Bachelor of Science in Psychology from Brigham Young University in 1999. He has accumulated over 16 years of experience in the financial industry working to help families and businesses implement effective financial solutions. Eric, along with Erin, his wife of 15 years, and their four boys currently live in Elkhorn, Wisconsin. Eric’s interests include music, the outdoors and backpacking.

Click to access BrokerCheck

Advisory services offered through Global View Capital Management, Ltd. (GVCM). GVCM is a SEC Registered Investment Advisory Firm headquartered at N14 W23833 Stone Ridge Dr-Suite 350, Waukesha, WI 53188. Du Charme Financial Group is affiliated with and a branch office of Global View Capital Advisors. Supervising office 262-650-1030.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,061 Milwaukee area wealth managers were considered for the award; 224 (21 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 1,461 considered, 220 winners; 2017: 1,148 considered, 237 winners.; 2016: 923 considered, 370 winners; 2015: 1,329 considered, 430 winners; 2014: 1,744 considered, 397 winners; 2013: 2,672 considered, 524 winners; 2012: 1,291 considered, 303 winners.