Stewardship, discipline, and commitment are the cornerstones of my practice.
We help our high-net-worth clients achieve and maintain financial security by providing customized planning and long-term financial solutions. We combine sophisticated wealth planning tools with professional resources to match our client's objectives with customized solutions. We work with a limited number of families and businesses to ensure that their experience is outstanding in every way.
Wilmington office: 1055 Military Cutoff Road, Suite 200 Wilmington, NC 28405 (910) 509-0513
Greensboro office: 7029 Albert Pick Road, Suite 201 Greensboro, NC 27409 (336) 668-2877
David Dupont is pleased to have been selected as a member of RBC’s Senior Portfolio Manager - Portfolio Focus Group, an exclusive group of financial advisors recognized for their success in building fee-based discretionary portfolio management practices. Read the full press release here.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine. RBC Wealth Management has resources that provide a no cost, no obligation review of life insurance policies. Together with the firm’s internal professionals, we will review your policy to help confirm it is still adequate for your needs and overall financial goals. Contact us if you are interested in a complimentary insurance policy review.
Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.
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Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.