Carolina Legacy Group

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 either 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

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 Midyear Outlook

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Are you due for an insurance review?

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.

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.