We strive to understand your financial situation and provide you with only the highest quality, unbiased information, financial planning services, and products.
Who We Are
DuPont Wealth Solutions is a full-service, fee-based, financial planning firm committed to helping you pursue your financial goals. Our independence allows us to take a holistic approach to wealth management. We provide unbiased and transparent investment advice based on the needs and goals of our clients.
Our loyalty is to you, our client, not specific products. We are your financial advocates.
What Makes Us Different
We were created with the vision of being advocates for our client’s financial future, bringing the ethical and fiduciary obligations of the legal profession to the provision of providing financial advice. It is from this core vision of advocacy that our services and solutions have been developed.
About the Founder
Our founder, Gregory S. DuPont, started his career as an Estate, Tax, and Business attorney. During his career, he saw firsthand the damage that occurs when people have not received proper guidance regarding their finances and resolved to do all that was in his power to protect his clients from the predators in the financial-industrial complex. He undertook the additional study and apprenticeship necessary to become a Certified Financial Planner and formed DuPont Wealth Solutions to serve his clients.
He designed DuPont Wealth Solutions to be the place where law and finance intersect. After several years of focusing primarily on serving the financial needs of clients of his law practice, the firm now brings this standard of financial advocacy to members of the general public in addition to clients of the law practice.
What does it mean to be a Certified Financial Planner?
A Certified Financial Planner (CFP) is a professional certification mark. To achieve this designation, one must meet certain education, experience, and ethics requirements and pass a certification test covering the following areas:
- General Principles of Finance and Financial Planning
- Insurance Planning
- Employee Benefits Planning
- Investment and Securities Planning
- State and Federal Income Tax Planning
- Estate Tax, Gift Tax, and Transfer Tax Planning
- Asset Protection Planning
- Retirement Planning
- Estate Planning
- Financial Planning and Consulting
We Can Help You
Let Us Know How
We provide a myriad of advisory services to our clients such as:
Learn about maximizing a retirement income plan HERE.
Why You Should Consider Working with Us
Today’s economic environment is constantly evolving and these changes Bringing our team into the conversation will benefit you in many ways. First, we will help you define precisely what you want and the steps to get there. Next, we will educate you on all of the potential options to help you achieve your objectives, whether they come from the world of tax planning, investment, insurance, or legal structures. We will coach you to help you make wise decisions regarding these options. We will then help you implement and monitor your chosen solutions to keep you on track for your desired financial future.
Take Charge of Your Financial Future
We understand just how big of a decision choosing the right Financial Advisor can be.
We would love to speak with you and answer any financial questions you may have. Give us a call at (614) 408 – 0004 or use the contact form below to send us a message.
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