Our Team

“Providing integrated wealth management services and customized financial solutions for individuals, professionals and businesses.”

 

Terry E. DuPont, CRPS, CWPP

Retirement Income Specialist & Private Wealth Advisor

Terry DuPont is President & CEO of DuPont & Associates, Inc., as well as Founder & Managing Director of DuPont Wealth Management, LLC, a Registered Investment Advisor firm. Terry is an independent financial professional who has been helping consumers with tax advantaged investment alternatives since 1979 and is recognized as a leading expert on safe money strategies.

His company has created a service that caters to people who are frustrated with low interest rates and are rightfully apprehensive of the volatile and risky stock market, but still want higher returns and interest. They work with people who are at or near retirement and want to secure their financial future. Their service helps consumers find alternatives to CD’s and the stock market that are designed to protect their nest egg, and also provide them with tax advantages. In addition, their goal is to provide asset protection & preservation, estate preservation, cash flow and retirement income planning services. Their professional team consists of strategic partners consisting of CPAs, bankers, trust officers, attorneys, and seasoned Certified Financial Planners.

Mr. DuPont is a charter preferred provider of MD Preferred Services. He has received the Chartered Retirement Plans Specialist (CRPS) designation from the College for Financial Planning and the Wealth Preservation Planner (WPP). DuPont & Associates, Inc. is a member of the National Association of Insurance and Financial Advisors and is headquartered in Indianapolis, IN, with offices in North Manchester and Warsaw. Mr. DuPont was recently named as one of the “Top 150 Financial Advisors in the United States” by the Annexus Group, a national financial services research and design firm, and a Top Wealth Manager by Five Star Professional, published in Indianapolis Monthly. Five Star Professional is a research organization which recognizes outstanding service professionals who provide quality services for their clients, with a high level of satisfaction. This select group of wealth managers represents less than 5 percent of wealth managers in Indiana. Terry is a published author and nationally recognized speaker.

Mr. DuPont resides near North Manchester, IN in Wabash County. Terry is a Cabinet member of the Congregational Christian Church in North Manchester where he also serves on several Ministries. He has four children, three grandchildren and a chocolate lab named Bella.

 

“We specialize in the total integration of financial products and services. We assist individuals, families and businesses in the accumulation, preservation, and transfer of wealth. Today’s complex and ever changing world demands comprehensive advice and solutions. For our clients, we want low risk and low volatility, safety and security with a high probability of success for their long term future. We don’t want your assets to go “backwards” over the next five, ten, or twenty years. It is our mission to help individuals and families to plan, implement, and manage every phase of their Pre & Post Retirement Life, insuring their “Golden Years” are just that, ”Truly Golden”. We take the guesswork and uncertainty out of retirement.”

~ Terry E. DuPont

 

Amanda Neal

Vice President & Director of Operations

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.

 

 

 

 

 

 

Melissa Neal

Executive Assistant to Vice President

 Dierdra O’Rourke

Office Manager

 

Kent Benson

Public Relations Director

 

Kimberly Pohler

Healthcare Planning Specialist