DuPont Wealth Management

Retire Abundantly… Living the life you’ve always dreamed of!

We provide integrated wealth management services and customized financial solutions for individuals, professionals and businesses.

About Us

Dupont Wealth Management in Roann, Indiana, with offices in Indianapolis and Warsaw, is a full service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement. We build relationships, financial solutions and security through honesty, integrity and service.

TERRY E. DUPONT, CRPS, CWPP
Retirement Income Specialist & Private Wealth Advisor

Terry DuPont is founder and CEO of DuPont Wealth Management, a Registered Investment Advisor and Legal Fiduciary firm. Terry believes it is his moral and professional responsibility to provide leadership and guidance in helping people cut through all the misleading, conflicting information and confusion that’s out there about retirement and financial planning so they can make wise decisions leading to a life of success, meaning and significance.

“At the end of the day, I care that you have all of the best available and appropriate choices to design, control and achieve your own bright and sunny future,” Terry says.

He works differently than most advisors in that he’s been around long enough to realize that finances don’t exist in a vacuum… and are directly affected by health and relationships. Terry says, “It’s never really all about the money… it’s more about “What Money Means”. He feels it is imperative that his clients are put in a position of assurance that all their financial and personal needs are met with a family touch, and with the highest probability of success… based on principles of common sense, a balanced approach, facts, math and science, not opinions.

Mr. DuPont has attained “Top of the Table” status in the prestigious international Million Dollar Round Table (MDRT). Only 6% of the world’s professional financial advisors qualify for MDRT each year. Of the 39,000 MDRT members from over 82 countries, approximately only 500 qualify annually for “Top of the Table” status. This places Mr. DuPont among the top 1/10th of 1% of all professional financial advisors in the world. Mr. DuPont is a member of the National Association of Insurance and Financial Advisors and the Elite Resource Team, as well as a Lead Advisor for the CPA Plus Network and Managing director of the Advisor Plus Network.

Terry is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner and Certified Philanthropic Developer. He is a much sought-after speaker, author, founder of Blue Ocean Consulting, an advanced strategic planning firm, and DreamCatchers Initiative, a non-profit personal & business leadership & development curriculum, utilizing new world cultural teachings and breakthrough thinking.

Amanda Neal
Amanda Neal is Vice President & Director of Operations at DuPont Wealth Management and DuPont & Associates, Inc. Miss Neal is in charge of scheduling meetings, handling quarterly review calls to all of their clients, along with many other responsibilities and tasks. Amanda has been with DuPont Wealth Management for over 5  years and truly enjoys the job she does! Amanda resides in Silver Lake, IN with her Fiancé, Josh, and 2 beautiful children, Addison & Jagger.

Services

Financial Planning

We work with you to build a comprehensive financial plan to outlast volatile and uncertain conditions, so you can live the lifestyle you want through retirement and create a legacy for future generations. Our holistic approach includes custom investment strategies to match your objectives, and tax planning to ensure you don’t leave money on the table.

Investment Management

No two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals.

Tax Planning

Determining your current and future tax liability, and developing strategies to minimize the amount of taxes you pay in retirement, can have a large impact on the amount of wealth you transfer to your legacy. By including tax-advantaged options in your retirement plan we can help ensure you and your heirs are maximizing wealth for generations to come.

Estate Planning

It may not be easy to talk about estate planning, but it is vital. Not just for financial and emotional peace of mind, but because protecting your family is the ultimate gift. Don’t leave these important decisions to the government. Plan now to protect your estate through tax-efficient strategies to preserve the hard-earned money you’ve accumulated for future generations.

Insured Solutions

Some retirees underestimate the impact a big market loss may have on their future income. That’s why we help clients create a dependable and sustainable source of retirement income to be used now, in the future, or whenever they need it most. We specialize in helping individuals safeguard their nest eggs while still participating in market growth through a range of financial planning strategies.

Retirement Planning

Will your income cover your retirement expenses and allow you to live abundantly? Let us develop a strategic roadmap to protect your assets and plan for inflation, unexpected health care costs and other expenses. Our comprehensive services integrate all aspects of your financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

“Retire Abundantly… Living the life you’ve always dreamed of, as you become the person you want to be, doing the things you want to do, with the people you want to be with, making the difference and impact you want to make. What about you? Are you ready to RETIRE ABUNDANTLY?”

VIDEOS

CONTACT US

If you would like to discover if your current financial and investment strategies match up with your future plans, contact us now for our 3 Step Review. This process will determine if you’re paying more taxes than you should be, if you have adequate income and liquidity to meet future needs, and if your investment risk exposure is one you’re comfortable with.

Call 800.234.4452 to learn how our no obligation, 3 Step Review can help you today.