655 Metro Place South,
Advocate Wealth Solutions is a full-service, fee-based, financial planning firm committed to helping you pursue your financial goals. Our independence allows us to take a holistic approach to your finances.
Our loyalty is to you, our client, not specific products.
Our company was created with the vision of being advocates for our client’s financial future. It is from this core vision of advocacy that our services and solutions have been developed.
Founded by lawyers, we bring the ethical and fiduciary obligations of the legal profession to the financial world.
Our founder, Gregory S. DuPont, started his career as an Estate, Tax, and Business attorney. During his career, he saw firsthand the damage that occurs when people have not received proper guidance regarding their finances and resolved to do all that was in his power to protect his clients from the predators in the financial-industrial complex. He undertook the additional study and apprenticeship necessary to become a Certified Financial Planner and formed DuPont Wealth Solutions (now Advocate Wealth Solutions) to serve his clients.
He designed Advocate Wealth Solutions to be the place where law and finance intersect. After several years of focusing primarily on serving the financial needs of clients of his law practice, the firm now brings this standard of financial advocacy to members of the general public in addition to clients of the law practice.
We provide a myriad of advisory services to our clients such as:
Today’s economic environment is constantly evolving. Bringing our team into the conversation will benefit you in many ways.