Who We Serve
We serve high-net-worth individuals and foundations ($5M+ in investable assets) who recognize that fulfilling their God-given purposes and legacy calls for both divine guidance and trusted advisors with the experience, training, and wisdom for sophisticated tax planning and investing. Through strong partnerships across a network of firms, we provide comprehensive financial services, including retirement and estate planning, investment management, insurance, and mortgage lending. Unlike many advisors, Dustin has intentionally earned multiple certifications and diverse financial licenses to serve clients at the highest level.
Trusted Experienced Advisor
For over 25 years prominent investment firms and clients have trusted my advice because of my education, experience, and proven and heartfelt God-given character. Vetted and chosen by Ramsey Solutions—an organization personally recommended by Dave Ramsey—I served for many years as a SmartVestor® Pro, before deciding to focus exclusively on high-net-worth individuals. For nearly a decade, I have served as an elected Board Member of the Girl Scouts of Eastern South Carolina, and leader including 2nd Vice-Chair, Investment Sub-Committee Chair, and Treasurer.
Knowledge & Resources
Few professionals offer this comprehensive depth of licensing across investments, insurance, and mortgage lending — along with the knowledge and certifications (CFP™, CKA®, CDFA®, CPFA®), OCL training, including the ability to guide from a biblical perspective as a CKA® and ordained pastor - giving you confidence and clarity financially, so you can focus on what matters most.
Dustin owns LaPorte Wealth Management while benefiting from the strength of Osaic Wealth, the nation’s second-largest network of independent wealth management advisors, with more than 11,000 professionals nationwide.
Portfolio strategies for your needs.
Protect your family at every stage of life.
Strategizes your unique situation.
Providing for family and safeguarding your legacy.