The best returns are more than financial

How we serve you

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.

Particular areas of specialty are:

• Wealth management planning — Retirement income strategies / Portfolio management / Tax considerate investing
• Insurance and estate planning services— Asset protection / Asset transfer / Trust Consultation

What you can expect

• An initial consultation and evaluation of your financial state, your goals, and your risk tolerance.
• An in-person meeting on a regular basis (or as requested) to review your finances and your personal situation to ensure that all needs are being met.
• Periodic telephone calls for updates and to address any immediate needs.
• A direct working relationship with your tax advisor to ensure that proper tax strategies are being utilized.
• Estate planning services and guidance, offered in conjunction with your estate planning attorney.
• Periodic review of your insurance coverage, including life, long term care, survivor protection, and estate preservation.
• Any additional services that are deemed necessary to the pursuit of your financial goals.

Our beliefs

• Our clients' best interests are always the first priority. We represent you.
• Clients deserve the highest possible level of service and professional counsel at all times.
• Any recommended plan or strategy will consider your long-term goals, risk tolerance, and current financial situation.
• Clients deserve to be kept informed regarding the performance of their investments, market conditions, and any other factors that may affect achieving their financial goals.

We are available to meet at any of our offices:

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

Raleigh office:
3800 Glenwood Ave, Suite 400
Raleigh, NC 27612
(919) 571-6258

Proud to be part of Portfolio Focus Group

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.

Global Insight Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Let's take the next step together

Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.