Services | Dupont Wealth Solutions

our goal

We are a fee based financial planning firm. While developing a customized financial program, we will walk you through a step-by-step process designed to help make you feel confident in your financial decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives

FINANCIAL

As your fee-based financial advocates, our mission is to serve you. First, we learn as much as possible about what’s important to you, helping you define what financial success means. Then, using a financial analysis process we’ve spent years developing, we provide you with specific strategies to meet your goals, giving you all the information you need to make sound decisions. Finally, we’ll implement and manage your total financial plan, providing you secure, 24/7 access from anywhere via web interface.

LEGAL

We have offered legal services to our clients since our inception, and that’s what makes us so different from other financial advisors. We offer a full range of services, including estate planning, wills and trusts, estate administration, real estate law, small business, bankruptcy and general attorney services, including litigation. We will help ensure that your legacy is organized and protected, minimizing taxation and avoiding probate. Visit our sister website here: The Law Offices of Gregory S DuPont

FEE-ONLY

We are a fee based financial planning firm, and our principal Gregory S. DuPont is a Certified Financial Planner™ (CFP®). While developing a customized financial program, we will walk you through our proprietary process designed to help make you feel confident in your financial decisions. We offer customized financial planning, retirement strategies, estate planning, insurance and annuities, and investments--all on a fee based basis.

P.I.L.O.T. PROCESS

Our proprietary system, which we call our P.I.L.O.T. process, is free from institutional or product influence. P.I.L.O.T. stands for “Planning Improves Life Over Time.” DuPont Wealth Solutions is an independent agency and our process allows us to serve you through the years with a large universe of wealth solutions for you and your family. We combine time tested methodologies and first class technology to help protect our clients from market perils while maximizing their potential success.

our goal

GIVE US A SHOUT. WE WOULD LOVE TO SPEAK WITH YOU!

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