David Dupont
Financial Advising
Why pick this one
David Dupont brings over 37 years of financial advising experience and provides customized wealth planning from three North Carolina offices.
Best for
- high-net-worth individuals and families seeking customized wealth planning
- retirement income strategy development
- portfolio management and tax-considerate investing
- clients needing coordinated insurance and estate planning guidance
- families planning college savings or legacy transfers
- businesses seeking long-term financial solutions
Look elsewhere if
- clients seeking legal, accounting, or tax advice directly from the financial advisor
Specialties
- retirement income strategies
- portfolio management
- tax-considerate investing
- asset protection
- asset transfer
- trust consultation
- insurance planning
- estate planning guidance
- college savings plans
- legacy planning
Certifications
- Licensed Financial Advisor since June 1988
- Accredited Wealth Manager
- RBC Wealth Management Director's Council member
What makes them different
- David Dupont has over 37 years of wealth management experience.
- The practice works with a limited number of families and businesses.
- The practice focuses on high-net-worth clients.
- The practice provides a direct working relationship with clients' tax advisors.
- Meetings are available at offices in Wilmington, Greensboro, and Raleigh, North Carolina.
- Years in business
- 37
- Serves
- Wilmington, Greensboro, Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 1055 Military Cutoff Rd Ste 200, Wilmington, NC 28405
- Phone
- +19105090513
- Website
- https://us.rbcwealthmanagement.com/david.dupont
- david.dupont@rbc.com
Services
- wealth management planning
- retirement income planning
- portfolio management
- insurance planning
- estate planning coordination
- asset protection planning
- financial planning