Rick DuPontRick DuPont, CRPC®Managing DirectorWealth Partner
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
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Estate planning for Indigenous Americans
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now