About Us
At Stephen Dupuis Wealth Management, we specialize in creating personalized wealth management solutions for high-net-worth and ultra-high-net-worth individuals and families. Our team is built on a disciplined, long-term approach to investing, helping our clients navigate the complexities of financial markets while preserving and growing their wealth.
We believe in rational, steady decision-making, prioritizing capital preservation while pursuing steady growth. For us, wealth is about more than just numbers—it’s about empowering you to achieve your life’s ambitions, protect your legacy, and provide for future generations.
What sets us apart is our unwavering commitment to tailoring strategies to each client’s unique circumstances. We take the time to understand your vision for the future and craft investment solutions that align with your goals. Our focus on disciplined, quality investments helps ensure your portfolio is resilient and positioned for sustainable growth, regardless of market conditions.
In addition to investment management, we offer comprehensive services that address the complexities of wealth, including estate planning, tax optimization, and generational wealth transfer, engaging TD specialists where needed. Our clients include discerning individuals and families who value personalized service and a conservative, thoughtful approach to managing their financial assets.
Who We Serve (our clients)
Our clients are discerning, experienced investors who value personalized service and prudent wealth management. They include affluent individuals and families seeking a trusted professional to manage their wealth with care and expertise. They are risk-conscious, focused on long-term financial stability, and driven by a commitment to preserving their legacy for future generations.
Other characteristics of our clients include:
Other characteristics of our clients include:
- Investable assets exceeding $1 Million
- Value personalized wealth advice over commissions-based trading
- Interest in a disciplined, long-term approach
- Proactive, transparent communication and reporting that keeps them fully informed about the actions we are taking, and more importantly, about their progress toward achieving their goals
