A referral from a friend, client or colleague is the highest compliment we can receive

Dupuis Wealth Management prides itself in providing exceptional client service.  We have been able to help new clients that have been:

Unsure about their investments being able to support their current lifestyle

Uncertain and afraid to make investment mistakes that may have adverse effects on their financial well being

Frustrated with previous investment decisions that led to losing money

Unhappy with another advisor's service that makes them feel uneasy about whether their money is being taken care of

Concerned about another advisor not understanding their needs and ignoring their expectations

Anxious about getting overall estate and tax planning advice that may lead to investigations or cost more tax

 

The following are some comments our clients have made with respect to these issues in areas of  Portfolio Management, Client Service and Administration.


Portfolio Management

"Your recommedations always suit our risk levels.  You make us feel secure about our investments.  We are not lying awake worrying about our investments"  J.L. & R.L. 

"Your discretionary portfolio allows me more free time to dedicate to what is important to me, for example lifestyle and health issues."  J.H. 

"I have peace of mind my finances are in good hands.  It is easy for me not to worry about money."  N.G.

"You are sensitive to the costs of transactions in your recommendations."    G.H. & J.T.


Client Service

"We have comfort and peace of mind knowing you are there to answer questions.  You work with us to stick to a structured process of investing."  G.A. & J.A.

"You always attempt to provide education on investment topics (Lunch & Learn).  You regularly provide the forethought to help set expectations and market conditions."  M.H.

"You provide me with a sense of security.  You keep me adequately informed on what is happening with my funds."  E.O. 

"I would not hesitate to recommend you to my friends and family."  J.H.

"You have readily offered advice on non-investment financial matters that help me make more informed decisions"  J.S.

"You have earned the trust I need to have in an advisor"  A.M. 


Administration

"You regularly deal with my accountant which takes the burden off of me."  W.H. 

"You have given me daily access to my accounts online so I can see from the activity my account is being taken card of and watched."  J.S. 

"You consistently and accurately make my monthly transfers"  M.E.

(Testimonials are from actual clients.  Full names have not been identified to protect client privacy)