Gregory Dupont

Empowering Families & Professionals | Attorney & Financial Advisor | Mentor | On a Mission to Impact a Million by 2030 🚀 | Buckeyes & Blue Jackets Enthusiast 🏈🏒 | Wine Lover 🍷

Role
Financial Advisor at Advocate Wealth Solutions
Location
Columbus, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Gregory Dupont

Hi there! I\'m Greg, a Columbus-based entrepreneur with a passion for helping others achieve financial success and legal clarity. As an attorney and financial advisor, I\'ve mentored and coached fellow professionals, working to make a positive impact on countless families. I\'m on a mission,\"The March to a Million,\" aiming to positively impact one million US families by 2030.In my spare time, I\'m a die-hard fan of The Ohio State University Buckeyes\' football and basketball teams and The Columbus Blue Jackets. I also enjoy unwinding with a glass of red wine or a Bombay Sapphire Martini, and I love experimenting in the kitchen. Let\'s connect and explore opportunities to make a difference together!I am a financial advocate all about using proven strategies to eliminate risk, reduce lifetime tax costs, and generate more disposable income. I help attorneys, professionals, and small business owners make sure that their money supports their life and the way they want to live it. Debt and taxes provide the greatest challenges to building, preserving and transferring wealth. I focus on true tax planning, not only looking for solutions to current income taxes, but also your lifetime tax cost- Host of the March to a Million, and Your Financial Advocate podcasts- Contributing author of The Recipe for Success- Expy Award Winning Presenter for Business on Broadway

Experience

  1. Financial Advisor

    Advocate Wealth Solutions

    Jan 2010 — Present · Dublin, OH, US

    Serving individuals and small business to protect, preserve, and grow assets. Comprehensive fee based financial planning and investment management services.

Education

  • The Ohio State University Fisher College of Business

    BS, Accounting and Finance

    1984 — 1989

  • Capital University Law School

    Juris Doctor, Estate Planning and Taxation

    1989 — 1992

Skills

  • Investments
  • Finance
  • Real Estate
  • Business
  • Bankruptcy
  • Securities
  • Estate Planning
  • Strategic Financial Planning
  • Social Security
  • Wealth
  • Retirement Planning
  • Trusts
  • Litigation
  • Financial Planning
  • Asset Protection
  • Investment Management
  • Wills
  • Financial Planners
  • Financial Advisory
  • Small Business
  • Insurance
  • Portfolio Management
  • Social Security Law

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Gregory Dupont — Financial Advisor at Advocate Wealth Solutions in Columbus, OH, US | Unifers