Greg DuPont, founder of Advocate Wealth Solutions, brings a rare blend of legal and financial experience to retirement planning, helping clients build confident, customized strategies with clarity and purpose. He focuses on understanding each individual’s unique goals and risks, guiding families through a structured “Age with Confidence” planning process that addresses income needs, market volatility, and long-term security.
Rather than pushing products, Greg prioritizes unbiased education and personalized guidance so clients feel empowered to make informed decisions. When it comes to risk mitigation, he emphasizes diversified strategies and planning for the known and unknown variables to protect retirement income. On taxes, Greg helps retirees align asset withdrawals with tax-preferred sources and effective planning methods to limit liabilities and preserve more income for their lifestyle and legacy.
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***Disclaimer***
The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.
Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.