655 Metro Place South,
Age with Confidence knowing your assets are safeguarded
This past year has been incredible for DuPont Wealth. As we continue expanding our service and welcome more advisors to our team, we've decided to rebrand with a new name that reflects our teamwork mentality. We'll continue to provide you with 5-star holistic service in 2024!
We do our best work with people that...
If that sounds like you, NOW is the time to protect your savings and make your money work harder for YOU.
If you engage in our proprietary Age with Confidence process, you'll...
You’ll also know if we are the right partners for your financial journey through life.
At Advocate Wealth Solutions, we’ll never try to talk you into hiring us or buying a particular product. In fact, we operate completely free from institutional or product influence. You’ll always receive unbiased guidance from us.
We also promise to develop custom solutions that empower you to confidently live the life you design and leave the legacy you desire.
We offer a wide array of services to help you Age with Confidence.
Reduce unnecessary risk in your portfolio with an optimized income strategy
Cut your tax bill and leave more income for your family
Become Debt Free 4 Life ™
Our first in class technology protects you from emotional investing, maximizing your potential for success
Ensure that your estate plan is taken care of when your assets pass to your heirs
Protect your lifesavings from the devastating costs of healthcare
Learn how to calculate your potential costs and income during retirement with our free eBook.
Read real experiences from our clients.
Retired Librarian“It’s a relaxed atmosphere. It’s like a conversation with somebody you’ve known for a long time. But when it comes to getting things done, it’s definitely all business and it runs so well. It’s pretty much a one stop shop for everything I need, between the taxes and financial planning.”
Business Professional“[Greg’s] thorough understanding of the legal implications of our decisions and his expert guidance has given us comfort in knowing that our assets are safe going forward. What we appreciated the most is how attentive and patient he is…He took time to walk us through everything and gave us the time to come to the best scenarios for us with no pressure whatsoever. We appreciated working with him so much that we referred him to both our sons and parents. Greg is a trusted partner and friend, and we highly recommend him!”
Business Professional“What I’ve really enjoyed, working with Greg and his whole team, is there’s just a completeness of information. They’re willing to explain complex topics. In addition, there’s a newsletter that’s sent every month and there’s always something valuable in there.”