Living the life, you've always dreamed of, as you become the person you want to be, doing the things you want to do, with the people you want to be with, making the difference and impact you want to make. Our clients know what makes DuPont Wealth Management different: A dedication to their needs first and foremost.
We have the experience to know what makes a successful client-adviser relationship. Also, we never hesitate to put our clients' needs first, and our independence is a testament to that. We're ready to serve you the way we've served so many others. Become a client today. That's the most important question to our advisers.
We have the experience to know what makes a successful client-adviser relationship. Also, we never hesitate to put our clients' needs first, and our independence is a testament to that. We're ready to serve you the way we've served so many others. Become a client today. That's the most important question to our advisers.
Services
Not everyone who manages money has your best interests at heart. We do. That means we put your needs ahead of ours and we can prove it. We document our processes so we can prove we're acting in your best interest as custodians of your money. We're a product-agnostic, fee-based advisory firm that is dedicated to act in your best interests.
We have community partners we work with to provide our clients with tax and legal services. Fee-based financial planning and investment advisory services are offered by DuPont Wealth Management a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Wealth Management and DuPont & Associates, Inc. are affiliated companies.
Blue Ocean Consulting (BOC) was founded by Terry DuPont of DuPont Wealth Management and is an advanced planning firm for those business owners and discerning clients in need of specialized planning and services.
Blue Ocean Consulting, DuPont Wealth Management, and their team of national specialists through the Elite Resource Team (ERT) and the CPA Plus Network, work together to combine their expertise, relationships and proprietary software to ultimately create better outcomes for clients by significantly reducing their taxes by up to 40%, maximizing retirement plan contributions (upwards of $400,000 per year limits), reducing non-payroll expenses by up to 30%, and mitigating business risks.
Blue Ocean Consulting, DuPont Wealth Management, and their team of national specialists through the Elite Resource Team (ERT) and the CPA Plus Network, work together to combine their expertise, relationships and proprietary software to ultimately create better outcomes for clients by significantly reducing their taxes by up to 40%, maximizing retirement plan contributions (upwards of $400,000 per year limits), reducing non-payroll expenses by up to 30%, and mitigating business risks.
We help people find money they are losing unknowingly and unnecessarily. Using those dollars found to solidify their financial future preferably without impacting their current lifestyle. We believe there is more opportunity to help our clients by helping them avoid the losses than by picking the winners.
It's not always easy to talk about estate planning, but it is vital. Not just for financial and emotional peace of mind, but because protecting your family is the ultimate gift. Don't leave these important decisions to the government. Start your estate plan today. Our online solution, paired with a nationwide network of attorneys means you'll get the highest quality documents at a fraction of the cost.
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