Kucharo Wealth is a financial advisory firm focused on helping dentists, orthodontists, and other dental specialists pursue their financial and life goals. It positions itself as a partner and personal CFO, helping clients reduce financial uncertainty and focus on their families, patients, and practices. The firm’s services include comprehensive wealth planning, investment management, and ongoing personal CFO support. Wealth planning provides a financial roadmap, while personal CFO services can include implementing recommendations, monitoring progress, updating plans, and offering continuing advice. Kucharo Wealth also develops customized tax and business plans for dental practice owners and offers speaking engagements to share financial knowledge.

The firm’s process begins with an introductory call and discovery meeting, followed by engagement, goal-setting, and a wealth planning meeting where strategies and action items are presented. Ongoing clients receive implementation support and typically have two to four calls each year. Kucharo Wealth highlights its dental industry and tax knowledge, owner-to-owner perspective, and experience working with doctors.