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.