dlt wealth advisory

DuSharme establshed DLT Wealth in 2003. She is a Sacramento native, Finance graduate from CSU Sacramento, and proud grandmother of three.

DuSharme chose to become a Financial Advisor after realizing her grandmother's estate did not accurately produce her intended outcome. Knowing Grandma was a smart lady, DuSharme realized there are a lot other smart people she could help protect, inform, and assist with important financial decisions. DuSharme has helped families, businesses, and organizations find appropriate financial solutions. She is deeply passionate about helping people dream big, achieve goals, and live their lives with confidence. She strives to build lasting relationships with all of her clients and associates based upon the foundation of mutual trust and respect.

DuSharme is continually learning and sharing what she has learned. Her writing has been published by Insurance Industry magazines. She helped create and facilitate a twelve week Personal Financial Management course. And she speaks frequently before civic, social, and business groups.

DuSharme is a California Life and Health Insurance Agent allowing her to help with Life, Health, Disability, Long-Term Care, Medicare plans, and Employee Benefits.

She is also a Financial Regulatory Authority (FINRA) Registered Representative having earned the Series 6, Series 7, Series 63, and Series 65. She said, "passing the life and securities exams on her first attempts helped confirm she chose the right profession." With the FINRA licenses she offers services with securities transactions, Financial Planning, and Investment Advisor recommendations.

Contact us to book a Financial Services seminar for your group, for assistance with your retirement journey, or talk about protecting your family's financial future.

We are here to help you prepare for your desired outcomes.

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Dream It. Plan It. Live It.