Business Details
47 Years
experience
Your Trusted Financial Advisors for Retirement
Dupont Wealth Management has served Indiana residents for over 43 years, prioritizing client needs through personalized financial planning and investment advisory services. As fiduciaries, we operate with full transparency, offering fee-based solutions tailored to individual risk tolerances and retirement goals. Our team holds advanced certifications including CRPS and specializes in retirement income maximization, tax mitigation strategies, and estate planning.We combine product-agnostic advice with patented financial tools like Riskalyze to align portfolios with clients' risk profiles. With offices in Warsaw, Fort Wayne, and Indianapolis, we maintain community-focused values while delivering sophisticated wealth management solutions backed by rigorous academic research and practical experience.
Services
Wealth Management
Retirement Planning
Tax Strategy
Estate Planning
Investment Advisory
Social Security Optimization
Long-Term Care Planning
Details
- Year established: 1979
Highlights and features
- We are legally bound fiduciaries always acting in clients' best interests
- CRPS certified professionals with advanced retirement planning expertise
- Transparent fee-based compensation with no hidden fees
- Product-agnostic approach ensuring objective financial recommendations
- Community-focused firm with 43+ years serving Indiana residents
Associations and certifications
- Registered Investment Advisor (RIA)
- CRPS (Chartered Retirement Plans Specialist)
Services
Wealth Management
Our wealth management services combine modern portfolio theory with personalized risk assessment to create customized investment strategies. Using Riskalyze technology, we align portfolios with clients' specific risk tolerances while pursuing long-term growth objectives. Our approach emphasizes diversification across six asset classes including stocks, bonds, and alternative investments.
Retirement Planning
We develop comprehensive retirement plans focusing on income sustainability and tax efficiency. Our process includes Social Security optimization, pension analysis, and creating income streams that cannot be outlived. We help clients navigate retirement account distributions while minimizing tax liabilities through strategic planning.
Estate Planning
Our estate planning services coordinate with legal professionals to create customized solutions for asset transfer and legacy preservation. We help clients establish wills, trusts, and advanced directives while minimizing probate requirements. The EP Navigator platform streamlines document creation while ensuring compliance with Indiana state laws.
Tax Strategy
We implement tax mitigation strategies focusing on retirement account optimization and income structuring. Our approach includes Roth conversions, tax-free income planning, and coordinated withdrawal strategies. We work with clients to minimize lifetime tax burdens while maintaining compliance with federal and state regulations.
Investment Advisory
Our investment advisory services utilize a diversified approach across multiple asset classes. We employ evidence-based strategies supported by academic research while maintaining flexibility to adapt to changing market conditions. Regular portfolio reviews ensure ongoing alignment with clients' evolving financial goals and risk profiles.
People
Terry DuPont
CEO, Founder
Founder of Dupont Wealth Management with 43 years of experience in financial services. Holds CRPS, CWPP, and CPD certifications. Author of 'Retire Abundantly' and founder of Blue Ocean Consulting. Specializes in retirement income strategies and wealth preservation.
Amanda Neal
Vice President & Director of Operations
Over 10 years of experience in financial services operations. Manages client relations and ensures service quality across all firm locations. Coordinates team activities while maintaining direct client support responsibilities in Warsaw, Indiana.
Joanne Brown
Planning and Allocation Specialist
Holds Series 65 and insurance licenses with experience in financial planning. Active in community organizations including Sisters Helping Sisters. Provides specialized support for investment allocation and client education initiatives.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategy development, Social Security optimization, tax mitigation planning, and estate preservation strategies tailored to individual needs.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Advisor, we are legally bound fiduciaries required to always act in our clients' best interests under federal securities laws.
How do you get compensated for your services?
We operate as a fee-based advisory firm with full transparency about our compensation structure. Our fees are based on assets under management with no hidden charges.
Do you work with clients outside Indiana?
While we are registered in Indiana, we can work with clients in other states where legally permitted after proper state registration requirements are met.
What investment approach do you use?
We employ a diversified approach across six asset classes using evidence-based strategies supported by academic research while maintaining flexibility to adapt to market changes.
