THE IFW RETIREMENT ROADMAP EXPERIENCE
I Can’t Wait To Guide You Through Your IFW Retirement Roadmap Experience!
Gregory DuPont has been serving clients as an estate and tax planning attorney in Ohio since graduating from Capital University Law School in 1992. He added a wealth management component to his practice more than 15 years ago. “With my background in finance and accounting, I know how important planning is,” he says. “So I took all the steps required to become what I call a ‘financial advocate’ in addition to being an attorney.”
Greg obtained an accounting and finance degree from Ohio State University. As a Certified Financial PlannerTM (CFP®), a designation that requires advanced coursework in a complete range of financial subjects, he is that rare financial professional who can provide cross-disciplinary solutions from the legal, tax and investment perspectives. He designed his firm to be the place where finance and law meet…offering investment management, general business counsel, retirement planning, estate planning,
succession planning and more. “My focus is on wealth creation and preservation, as well as transferring assets to the next generation with minimal taxation,” he says.
As a practicing attorney, Greg is accustomed to working with clients as a fiduciary and an advocate. “I realized early-on that I wanted people to feel they could pick up the phone and call me without fear of getting billed or hit with hourly fees,” he explains. “That’s why my services are fee-based. It’s really important to me to bring value and expand and deliver solutions. I don’t want to be everything to everybody, but I want to be very important to a small group of people.”
One of DuPont’s favorite metaphors for his approach is being a “harbor pilot,” the skilled person who boards large ships and leads them safely into harbor, no matter what the weather. This inspired him to launch the P.I.L.O.T. process, which stands for Planning Improves Life Over Time. Greg helps clients by leading them through his proprietary, automated, step-by-step process that connects every aspect of their financial life, from growing and protecting their estate, to establishing an income stream for life.
He has been named one of Ohio’s Top 100 lawyers, an invitation-only designation given by The National Advocates. He was recently named an Ohio Super Lawyer by Super Lawyers and is listed as a Top Lawyer in Ohio by AVVO. Greg has been featured on WTVN radio, and WCMH television. Greg is a life-long resident of Central Ohio and resides in Hilliard with his wife, Julia, and his daughter, Sophie. Greg says he considers his clients friends, and deliberately chose to be independent so he could work with people he liked. “I am passionate about delivering to people information they need and can’t get elsewhere” he says.
In addtion to being President of DuPont Wealth Solutions, LLC, Greg is the Managing Member of DuPont and Blumenstiel, LLC a law firm focused on serving as advocates for your wealth and health.