Meet the real people behind the firm. |
Our team has the know-how and the heart to help you.
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. And because we’re independent advisers, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing. We’re here for you.
We’re a product-agnostic, fee-based advisory firm that is dedicated to act in your best interests. And because we’re independent advisers, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing. We’re here for you.
Terry DuPont
Terry DuPont is Founder and Chief Success Officer of DuPont Wealth Management, a Registered Investment Adviser. He feels it is his moral and professional responsibility to provide leadership and guidance in helping people cut through all the misleading, conflicting information out there so they can make wise decisions leading to a retirement full of success, meaning, and significance, with an emphasis on wealth preservation and protective growth.
“At the end of the day, I don’t care what you do… I do care that you have all the best available and appropriate choices to design, control and achieve your own bright and sunny future.”
—Terry DuPont
—Terry DuPont
Terry works differently than most advisers in that he’s been around long enough to realize that finances don’t exist in a vacuum and are directly affected by health and relationships. It’s never only about the money—it’s about what money means. He feels it is imperative that his clients are put in a position of assurance that all their financial and personal needs are met with a family touch, and with the highest probability of success based on principles of common sense, a balanced approach, facts, math and science—not opinions.
Mr. DuPont has attained “Top of the Table” status in the prestigious international Million Dollar Round Table (MDRT). Only 6% of the world’s professional financial advisors qualify for MDRT each year. Of the 39,000 MDRT members from over 82 countries, approximately only 500 qualify annually for “Top of the Table” status. This places Mr. DuPont among the top 1/10th of 1% of all professional financial advisers in the world. Mr. DuPont is a member of the National Association of Insurance and Financial Advisors and the Elite Resource Team, as well as a Lead Adviser for the CPA Plus & Collaborative Professionals Network and Managing Director of the Adviser Plus Network, where he is one of only a few advisers in the country that mentors and provides leadership to other advisors and CPAs across the nation. He consistently fields calls for counsel and support with their practices, Financial Management Oversight, Tax Mitigation, Wealth Preservation and Tax-Free Income Strategies, just to name a few. Terry has a passion for helping others succeed.
Terry is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner and Certified Philanthropic Developer. He is a much sought-after speaker, and author, as well as founder of Blue Ocean Consulting, an advanced strategic planning firm, and DreamCatchers Initiative, a non-profit personal and business leadership and development curriculum, utilizing new worldwide cultural teachings and breakthrough thinking.
Mr. DuPont has attained “Top of the Table” status in the prestigious international Million Dollar Round Table (MDRT). Only 6% of the world’s professional financial advisors qualify for MDRT each year. Of the 39,000 MDRT members from over 82 countries, approximately only 500 qualify annually for “Top of the Table” status. This places Mr. DuPont among the top 1/10th of 1% of all professional financial advisers in the world. Mr. DuPont is a member of the National Association of Insurance and Financial Advisors and the Elite Resource Team, as well as a Lead Adviser for the CPA Plus & Collaborative Professionals Network and Managing Director of the Adviser Plus Network, where he is one of only a few advisers in the country that mentors and provides leadership to other advisors and CPAs across the nation. He consistently fields calls for counsel and support with their practices, Financial Management Oversight, Tax Mitigation, Wealth Preservation and Tax-Free Income Strategies, just to name a few. Terry has a passion for helping others succeed.
Terry is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner and Certified Philanthropic Developer. He is a much sought-after speaker, and author, as well as founder of Blue Ocean Consulting, an advanced strategic planning firm, and DreamCatchers Initiative, a non-profit personal and business leadership and development curriculum, utilizing new worldwide cultural teachings and breakthrough thinking.
Amanda Neal
Vice President & Director of Operations
Ph. (800) 234-4452 Ext 1 | Em. amanda@dupontwealthmanagement.com
Ph. (800) 234-4452 Ext 1 | Em. amanda@dupontwealthmanagement.com
Amanda Neal is Vice President & Director of Operations at DuPont Wealth Management and DuPont & Associates, Inc. Ms. Neal works along side Terry DuPont and helps clients with any questions or information they may need. Ms. Neal ensures every client is receiving the focus and attention they truly deserve. Amanda has been with DuPont Wealth Management for over 8 years and truly enjoys the job she does!
Amanda resides in Silver Lake, IN with her Fiancé, Josh, and 2 beautiful children, Addison & Jagger.
Amanda resides in Silver Lake, IN with her Fiancé, Josh, and 2 beautiful children, Addison & Jagger.
Melissa Neal
Melissa is in charge of scheduling meetings, scheduling reviews and quarterly review calls to clients, and any basic office needs. Melissa has been with DuPont Wealth Management for 3 years. She has made a great addition to our team! Melissa resides in Silver Lake, IN.
Joanne Brown
Born and raised in Canada, Joanne Brown now lives and works in rural Iowa, where she is an ambassador with the Financial Awareness Foundation. She holds her Series 65 license and her insurance license and—as a financial professional—believes in putting her clients’ needs first every time.
In addition to her work in financial services, Joanne helped to organize Sisters Helping Sisters, a community where members help one another in the area, and she is also a facilitator with ChristLife Ministries.
When she’s not at work, Joanne enjoys learning, music, flower gardening, and motorcycle rides with her husband of 40 years, Michael, as well as spending time with her two grown children, Travis and Tiffany.
In addition to her work in financial services, Joanne helped to organize Sisters Helping Sisters, a community where members help one another in the area, and she is also a facilitator with ChristLife Ministries.
When she’s not at work, Joanne enjoys learning, music, flower gardening, and motorcycle rides with her husband of 40 years, Michael, as well as spending time with her two grown children, Travis and Tiffany.
DuPont Wealth Management
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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.
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.