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.
That’s our motto. After 42 years of serving, we’re still going strong.
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.
“Where do I want to go?” That’s the most important question to our advisers.
“What state are my finances in right now?” Our advisers need to know where you are to help you get where you want to go.
“Can my adviser help me build a plan for the next year, and the next three to five years?” There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and helps you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the tools. It’s your job to make the decisions.
“Will my adviser help me stick to my plan?” Everything leads up to this point. You have to execute on what you agreed on with our advisers or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals. “Is the plan continuing to work? Will my adviser help me adjust my plan based on evolving risk tolerances and life circumstances?” Change is constant. As times evolve, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
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. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19464 - 2019/11/5
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.