Five Star Wealth Managers
What does it mean to work with a Five Star Wealth Manager?
The Five Star Wealth Manager award program is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
Milwaukee Magazine, Forbes Magazine, Wall Street Journal and Five Star Professional partner to find wealth managers who satisfy ten objective eligibility and evaluation criteria, including:
- Candidates must be credentialed as an investment advisory representative or a registered investment advisor.
- Candidates must be actively employed as a credentialed professional in the financial services industry for a minimum of five years.
- Candidates must have a favorable regulatory and compliant history review.
- Candidates must have fulfilled their firm review based on internal firm standards.
- Candidates must be accepting new clients.
- Consideration is given to one-year client retention rate.
- Consideration is given to five-year client retention rate.
- Consideration is given to non-institutional discretionary and/or non-discretionary client assets administered.
- Consideration is given to number of client households served.
- Consideration is given to education and professional designations.
A Distinction To Consider When Choosing a Wealth Manager
Du Charme Wealth Management has received this distinction over multiple years – we’re committed to excellence and it shows!
Rob Du Charme and Eric Becker are among the select Wealth Managers in the Milwaukee Area that were awarded the Five Star Wealth Manager Award. They were featured in the Milwaukee Magazine in 2024.
Rob Du Charme and Eric Becker are among the select Wealth Managers in the Milwaukee Area that were awarded the Five Star Wealth Manager Award. They were featured in the Milwaukee Magazine in 2023.
Rob Du Charme and Eric Becker are among the select Wealth Managers in the Milwaukee Area that were awarded the Five Star Wealth Manager Award. They were featured in the Milwaukee Magazine in 2022.
Rob Du Charme and Eric Becker are among the select Wealth Managers in the Milwaukee Area that were awarded the Five Star Wealth Manager Award. They were featured in the Milwaukee Magazine in 2021.
Rob Du Charme and Eric Becker are among the select Wealth Managers in the Milwaukee Area that were awarded the Five Star Wealth Manager Award. They were featured in both Milwaukee Magazine (July 2020) and Wall Street Journal (December 2020).
Rob Du Charme and Eric Becker are among the 185 Wealth Managers in the Milwaukee Area that were awarded the Five Star Wealth Manager Award. They were featured in both Milwaukee Magazine (July 2019) and Forbes Magazine (December 2019).
In 2018, Rob Du Charme (Fifth Year) and Eric Becker (Fourth Year) were named Five Star Wealth Managers and were featured in both Forbes and Milwaukee Magazine.
Out of about 1,500 Wealth Managers considered, our team members were included in the 228 professionals awarded.
We are proud to help the people in our community. Rob DuCharme and his team live by his motto of, "doing the right thing is always right."
In 2017, Rob Du Charme (Fourth Year) and Eric Becker (Third Year) were named Five Star Wealth Managers again this year.
Out of about 1,500 Wealth Managers considered, our team members were included in the 370 professionals awarded.
We're proud of this team of professionals, and know that our clients benefit from their experience, expertise, and commitment to fiduciary standards.
“I take pride in the Five Star Wealth Manager designation because it means I’ve gone above and beyond the ‘industry standard’ in my practice: I’ve acted as a fiduciary with ethical standards, and I’ve retained satisfied clients and helped them get closer to their dreams.” - Robert V. DuCharme
In 2016 Dick Stout, Managing Director, Eric Becker, Executive Director and Rob Du Charme, Executive Director & Branch Manager were named Five Star Wealth Managers.
In 2015 Rob Du Charme and Eric Becker were named Five Star Wealth Managers.
In 2013, Rob Du Charme was awarded the Five Star Wealth Manager Award for the first time.