Gregory DuPont
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 14 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." DuPont obtained an accounting and finance degree from Ohio State University. As a Certified Financial Planner(tm) (CFP(r)), 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. Connect with us on Facebook and LinkedIn . Learn more here .
Articles by Gregory DuPont
- PowerAdvice
Retirement Changes More Than Your Paycheck
Not the same job, and the strategy that helped you build your retirement accounts may not be the strategy that helps you live from them.
- Artificial Intelligence
Multiple Tech Breakthroughs Are Colliding and Reshaping Global Economy
What happens when multiple breakthroughs accelerate at the same time and begin reshaping industries, careers, and the global economy?
- Money & Life
When Life Disrupts the Plan: Why Financial Resilience Matters More Than Ever
An honest conversation about resilience, uncertainty, and the responsibility advisors carry when guiding clients through unexpected moments.
- Money & Life
Sell Without Selling: The Trust-Based Strategy Estate Planning Clients Actually Want
When estate planning attorneys try to sell like traditional salespeople, they lose the very thing their clients are looking for: trust.
- Retirement & Income Planning
PBMs, Profits & Prescription Lies: What’s Really Driving Healthcare Costs Up?
Expose the hidden culprits behind rising healthcare costs, specifically, Pharmacy Benefit Managers
- Money & Life
What Most Business Owners Miss About Private Insurance
Uncover how private insurance structures can help business owners self-insure, unlock tax advantages, and even build new pools of investment capital.
- Money & Life
From Brain Surgery to Estate Strategy: How Susan Chace Helps Clients Prepare for Life’s Unpredictable Turns
Susan shares how her own near-death experience changed how she sees estate planning, financial strategy, and the importance of being truly prepared.
- Retirement & Income Planning
Rethinking the 4% Rule: Is Your Retirement Plan at Risk?
Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule. #Retirement
- Retirement & Income Planning
The Retirement Tax Trap: How to Protect Your Wealth Before It’s Too Late
Discover how this new development is set to revolutionize client interactions for Wealth Solutions Network WSN members #Retirement
- Money & Life
AI, Politics & Your Portfolio: How to Navigate the Coming Revolution
Dive into this episode to explore three silent yet powerful revolutions reshaping our world today: political, AI, and financial. #revolution
- Podcasts
Preserving Your Capital with Jason Pueschel
We often think that to have more money in our pockets, we constantly have to look for new ways to make more. #taxes #investing
