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.
BOC also provides Family Office services, innovative planning expertise in the areas of executive benefit plans, business financing, business succession and exit planning, estate preservation, capital gain tax mitigation, IRA & 401k exit strategies, and Tax-Free Income strategies.
BOC and their team at ERT have been highly successful in increasing the bottom line of business owners across the nation utilizing little-known, legitimate, advanced IRS and government approved strategies and techniques. Terry is also a Managing Director of the Advisor Plus Network which works directly with the CPA Plus & Collaborative Professionals Network in assisting to educate, train and provide leadership to CPAs and other service professionals around the country, in providing better outcomes, and improving their lives and and that of their clients.
You can see a couple brief videos that our team members at ERT have put together to provide you a little more insight into our work. Take a look at the videos at the links below.
DuPont Wealth Management (DWM) is a Registered Investment Advisor (RIA) and Legal Fiduciary firm. As such, we are always legally bound to act in the best interests of our clients, and we are proud to be able to do so, as approximately only 10% of the financial services industry can claim participation in this exclusive group. We are a small & friendly firm that operates as a large organization. We view our advisory business as a team sport, and as such, we have built a powerhouse lineup of highly specialized experts and industry professionals to address the needs of our clients.
At DWM, we are Asset Protection Specialists, helping to preserve the wealth and income of our clients from Market Losses & Volatility, Excessive Costs & Fees, Confiscatory Taxes, Healthcare Costs, Inflation and Excessive & Unnecessary Risk.
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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.