A Unified Approach to Wealth Creation and Protection
- Helping Successful Families, Professionals and Business Owners -
There are two defining financial decisions in a professionals' life:
The decision that creates significant wealth.
The discipline required to protect and preserve it.
The Challenges that Successful Families, Professionals, and Business Owners Face: Alignment
DuPont Advisory Group integrates decisions across business, tax, legal, financial, and personal domains, aligning professionals around a unified objective with clear accountability.
- For Business Owners Only -
The stakes are high: you created the wealth; now you must protect it.
Quieter, but no less consequential: how to sustain income, manage risk, reduce taxes, and build something that outlasts you.
DuPont Advisory Group was built on a simple premise: wealth creation and wealth protection are not separate disciplines. They are two phases of a single continuum, and both demand the same underlying system of clarity, sequencing, and coordination.
Most professionals- attorneys, accountants, advisors, and planners work in silos.
Does Your Team Work Together or Apart?
The Framework of a Family Office, but far more connected and unified in methodology.
One firm applies it, with every decision aligned.
We Help You Create Wealth
DuPont Advisory Group's process applies the methodology and serves as the discovery point for clients seeking this approach. DuPont's unified team of various professionals then delivers it.
We Help You Protect Wealth
Creating Wealth
Tax Planning
Business Advisory
Risk Mitigation
Asset Protection
Wealth Management
Legal Structure
Protecting Wealth
Tax Mitigation
Succession Planning
Estate Planning
Trust & Wills
Passing Wealth to Heirs
Legal Protection
DuPont Advisory Group has been in private practice for over 45 years and has deep expertise helping Successful Families, Professionals, and Business Owners create and protect wealth.
Terry's team includes national experts on all areas of planning; business, tax, legal, financial, and personal domains, aligning professionals around a unified objective with clear accountability.
The philosophy connects them.
Dupont Advisory Group Faculty
Terry DuPont
CRPS, CWPP, CPhD - President & Director of Advanced Planning
Amanda Neal
Executive Vice President & Director of Operations
Joanne Brown
Client Experience Administrator
Gary Heldt, Jr.
CPA & CTC - Tax Mitigation CPA & Certified Tax Coach
Olin T. Wiley
Senior Advisor & Consumer Advocate
Andrew Keehn
EA - Advisor, Enrolled Agent & Business Development
Chris Coolidge
CFA - CIO & Certified Financial Analyst Brookwood Investment Group
Brent Slinkard
Exit Consultant to Business Owner Community
Dr. Vicki Rackner
Coach & Consultant to Medical Community
Paul Salamon
Employee Retirement Plans Specialist
Stan Miller
Esq. - Estate & Legacy Attorney
Katie Beth Hand
Legacy Director
Michael Smith
Insured Solutions & Premium Finance Specialist
Kristin Devereaux
SHRM-CP - Employee Benefits, Payroll, HR Consulting
The Takeaway
Wealth is not created in a single moment, and it is not protected by a single decision. It is the product of hundreds of choices, made over years, by people who may never be in the same room together.
DuPont Advisory Group exists to bring coherence to that complexity. We exist to apply it at the moments when clarity matters most.
A system built to serve both.
Contact Us.
Terry DuPont has been in private practice for over 45 years and has advanced expertise in helping Successful Families, Professionals, and Business Owners create wealth and protect it.
Office: 800-234-4452
Ext:3
SCOPE™ Institute - Northern Indiana Offices:
523 South Buffalo Street, Warsaw, IN
1690 Broadway, Bldg 19, Suite 10, Fort Wayne, IN
8520 Allison Point Blvd., Suite 220, Indianapolis, IN