ABOUT US
Kucharo Wealth is a boutique advisory firm, in a niche market, and that’s intentional. The firm was founded by Brad Kucharo in 2024. Having worked in various industries for over 20 years, he had a values-based vision about what financial advice and guidance should be (and what it shouldn’t).
To guide and empower doctors in the dental profession towards financial freedom and security, ensuring the strategies are as precise and effective as the care they provide to their patients.
To be the leading wealth management partner for the dental profession, striving to revolutionize the industry with innovative, bespoke strategies and exceptional service. We aspire to deliver long-term financial success and peace of mind for those who devote their lives to healing others.
MEET THE FOUNDER
Brad is a proud member of esteemed organizations such as the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, and XY Planning Network, reflecting his commitment to ongoing professional development and adherence to industry best practices.
What We Stand For
Always doing the right thing, even when no one is watching. It takes less time to do a thing right than to explain why you did it wrong.
The Fiduciary standard—Always do what’s best for the client.
Our service is built around the client, for the client.
At Kucharo Wealth, we believe in the power of collaboration and expertise. Through our alliance with GeoWealth, an SEC-registered investment advisor, we leverage their specialized knowledge in portfolio construction, investment management, and client operations. Our investment portfolios are overseen by a seasoned investment committee comprising of CFA charter holders, multiple Master’s in Mathematics, a Master’s in Finance, and a Master of Business Administration (MBA), collectively offering over 130 years of experience.
Meet Brad Kucharo, the visionary behind Kucharo Wealth. Brad’s entrepreneurial journey began at the age of 12, where his dedication and work ethic were evident as he built a successful boat cleaning business in his hometown of Davenport, IA. Inspired by icons like Michael Jordan and Warren Buffett, Brad pursued excellence in everything he did, eventually earning degrees from The University of Iowa.
After graduate school, Brad moved to Charlotte, North Carolina to begin his professional journey which includes stints at prestigious firms such as Vanguard, McGill & Hill Group, and PricewaterhouseCoopers. This is where he honed his expertise in tax planning, business planning, financial planning, and investment management services specifically for the dental profession. His commitment to excellence and passion for helping others achieve financial success drive everything we do at Kucharo Wealth.
Outside of work, Brad enjoys a variety of hobbies and philanthropic endeavors, including boating, attending sporting events, reading, and supporting organizations like the Make-A-Wish Foundation and The Humane Society.