
Welcome
At The Beach DuPont Team, we serve as a responsive sounding board for clients' ideas and questions, and as responsible stewards of their wealth and wishes. Our clients benefit from the knowledge and know-how of three experienced professionals. Together, we've created a dynamic that promotes conversation in a welcoming environment.
Our clients are making their mark in Silicon Valley, across California and the U.S.
These successful men and women are financially astute and well educated—with the intelligence to manage wealth on their own. However, given the demands on their professional and personal lives, they rely on us to "remove the emotional energy" from their finances, especially as their lives grow in complexity. Our primary mission is to ultimately provide our clients with financial peace of mind.
From pre- and post-liquidity planning to pre-IPO planning, retirement planning, legacy planning and discussions surrounding concentrated stock and a client's overall portfolio, we apply years of knowledge and perspective to deliver proactive guidance that is typically higher quality and "higher touch" than clients received in the past.
We leave no stone unturned—and nothing to chance.
Upon careful examination, we often find that key aspects of effective wealth management were ignored in a previous advisory relationship—a client's estate plan, liabilities and insurance, for example. We will closely scrutinize how a client's wealth is structured and areas where tax efficiencies can be realized. To complement our efforts, we try to coordinate with clients' CPAs and attorneys on tax minimization, exit planning and estate planning strategies.
What do we believe?
- Two heads are better than one. Our complementary skillsets allow for our client relationships to develop naturally. While we initially meet with clients as a team, they usually gravitate to one of us. Still, they will continue to benefit from our combined insights and experience as the relationship moves forward.
- By limiting the number of clients we serve, we can do more for each relationship. Whether we help someone plan for a comfortable retirement, fund a child's education, or plan in advance for the sale of their company, we bring focused attention to clients who place a premium on sage advice and innovative strategies.
Meet Our Team
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now