Our team provides a full array of financial planning services and we are committed to helping you reach your financial goals. We have strategic relationships with many carriers, allowing us to provide a wide range of financial solutions and services to individuals and business owners.
We are a full-service financial planning firm committed to helping people pursue their financial goals. We have strategic relationships allowing us to provide a wide range of financial solutions and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions by utilizing a sound financial planning process.
about the founder
Gregory DuPont has been serving clients as an estate and tax planning attorney in Ohio since graduating from Capital University Law School in 1992. He added a wealth management component to his practice more than 14 years ago. “With my background in finance and accounting, I know how important planning is,” he says. “So I took all the steps required to become what I call a ‘financial advocate’ in addition to being an attorney.”
DuPont obtained an accounting and finance degree from Ohio State University. As a Certified Financial Planner™ (CFP®), a designation that requires advanced coursework in a complete range of financial subjects, he is that rare financial professional who can provide cross-disciplinary solutions from the legal, tax and investment perspectives.
He designed his firm to be the place where finance and law meet…offering investment management, general business counsel, retirement planning, estate planning, succession planning and more. “My focus is on wealth creation and preservation, as well as transferring assets to the next generation with minimal taxation,” he says.
As a practicing attorney, DuPont is accustomed to working with clients as a fiduciary and an advocate. “I realized early-on that I wanted people to feel they could pick up the phone and call me without fear of getting billed or hit with hourly fees,” he explains. “That’s why my services are fee-based. It’s really important to me to bring value and expand and deliver solutions. I don’t want to be everything to everybody, but I want to be very important to a small group of people.”
One of DuPont’s favorite metaphors for his approach is being a “harbor pilot,” the skilled person who boards large ships and leads them safely into harbor, no matter what the weather. This inspired him to launch the P.I.L.O.T. process, which stands for Planning Improves Life Over Time. DuPont helps clients by leading them through his proprietary, automated, step-by-step process that connects every aspect of their financial life, from growing and protecting their estate, to establishing an income stream for life.
He has been named one of Ohio’s Top 100 lawyers, an invitation-only designation given by The National Advocates. He was recently named an Ohio Super Lawyer by Super Lawyers and is listed as a Top Lawyer in Ohio by AVVO. DuPont was recently featured on WTVN radio, when he was asked to weigh in on the estate and legal situation of Prince, after it was reported that the musician passed away without a will.
In his spare time, DuPont likes to cook and spend time with his wife, Julia, and his daughter, Sophie. The DuPonts enjoy attending Sophie’s modern dance and violin performances. She recently earned a spot in the Columbus Children’s Choir at their highest level.
In my position as counsel for these many different people I had the good fortune to be exposed to those that had received good financial guidance and those that had received no guidance. I have seen those that had received bad, and sometimes downright criminal, advice. I have seen the tremendous benefits that good guidance can create, and the disastrous impact of the lack of guidance or bad advice.
Over my years of practice as an attorney I have met many people in the financial service industry, from new advisors to experienced Certified Financial Planner’s (CFP™), and others with various other accreditations. I have seen the value that can be realized by having a deep lasting relationship with such an advisor, a relationship where someone is watching out for their financial well-being and advising you along the way.
In creating DuPont Wealth Solutions it was my goal to bring together the best available resources for our clients and the ability to address their unique situation. Our team was put together with the central principal of providing first class service in an unbiased, professional manner. We take pride in building long-lasting deep relationships with our clients.
If you are looking for independent guidance and analysis of your financial needs, we welcome the opportunity to meet with you and to be of service.