Investment Advice & Management

At Du Charme Wealth Management, our role as your investment advisor is rooted in a commitment to your best interests. As fiduciaries, we adhere to the highest standards of integrity and transparency, ensuring that every decision we make is aimed at enhancing your financial well-being.

Our Fiduciary Commitment

We are legally bound to act in your best interests at all times. This fiduciary duty guides every aspect of our advisory services, from investment selection to strategic planning.

Transparent, Client-Aligned Fee Structure

Our compensation is directly from you, our client, and is not influenced by how you are invested. This fee model eliminates potential conflicts of interest, ensuring that our recommendations are based solely on what is best for you, not external incentives.

Active Investment Management

Understanding that risk management is paramount in wealth preservation and growth, we specialize in active investment management. This approach allows us to respond dynamically to market changes and economic conditions, adjusting your portfolio to manage risks and potentially capitalize on opportunities as they arise.

Flexible Investment Solutions

While we are specialists in active management, we recognize the diverse needs and investment philosophies of our clients. We offer the flexibility to incorporate a range of investment strategies and assets to align with your unique financial goals and personal beliefs. Whether you are interested in traditional stocks and bonds, real estate, or emerging investment sectors, or keeping it simple, we are equipped to facilitate your needs.

A Partnership for Your Financial Journey

Choosing a relationship with the team at Du Charme Wealth Management as your investment advisors means partnering with a team that is dedicated to your financial success. We are committed to providing you with personalized advice, ongoing support, and the proactive management necessary to navigate the complexities of investing.

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Customer Relationship Summary

New Berlin, WI
St. George, UT

Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.

Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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