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
- 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Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule.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
- Multimedia
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