Rick DuPontRick DuPont, CRPC®
Managing Director
Wealth Partner

"Our clients’ financial and emotional well-being are both important. If I can help someone focus on the people and passions in their lives—and not a financial issue— I’m providing what I consider to be superior wealth management."

About Rick

Rick DuPont is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Rick is celebrating his 25th year in wealth management and as many years working alongside Mark Beach. Since launching his career at Merrill Lynch in 2000, Rick has helped clients take a rational and realistic approach to their wealth and expectations.

Results and relationships are important to Rick—and to clients. Over the course of each relationship, he identifies risk in a way that provokes conversation around topics such as concentrated stock strategies, pre-IPO stock strategies, cashflow in retirement, exit planning, legacy planning and liability management.

Rick is well aware of the demands on clients' schedules, which is why he focuses on delivering clear and timely advice and guidance (when and how clients prefer). In addition to his financial skills and stewardship, he reminds clients that part of his job is helping them leave memories, not just money—finding joy along the way without compromising long-term goals they identify as meaningful.

A native Californian, Rick holds a B.S.B.A. from the University of San Francisco and a place in his heart for mountain biking, road biking, car shows, old cars (especially his 1964 Porsche 356) and playing golf. A proud dad of two adult children, Rick spends much of his time at home with his wife, Valentina, chasing after their fast-moving toddler.

Chartered Retirement Planning CounselorSM or CRPC®are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.

Insights

Business Planning

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
Wealth Planning

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
Markets

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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.