We are here to encourage you to live the adventurous life God created you for! A life where you... 

  • Ask – Am I truly living out all the purposes and dreams God had in mind when He created me? 
  • Seek – What more does God desire to do in me and through me?
  • Knock- As you ask and seek, write down what God is speaking into you. Then invite God's chosen team of advisors to journey with you.

It is not about chasing your own desires and ambitions, but about fulfilling the desires and vision God has uniquely placed within you. This is life's real adventure: "A longing fulfilled is a tree of life" (Proverbs 13:12). You were never meant to walk this path alone. God has prepared a team of advisors and friends to support and guide you along the way. If we are part of that chosen team, it would be our honor to journey with you.               

                 -  Dustin B. LaPorte, CFP®, CKA®, CDFA®, CPFA®                         

Who We Serve

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

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

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.   

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Share Our Contact Info

Scan the QR code or open the downloaded .vcf file to quickly access our contact info, including phone numbers, email, website, office location, Zoom meeting links, and other helpful resources.  On Apple/iPhone, the contact information will open in the Contacts app. Scroll to the bottom and tap Create New Contact or Add to Existing Contact. Tap Done - the checkmark in the upper-right corner to save the contact.  For Android, choose Contacts or Google Contacts. Tap Import, Save, or Create Contact (the wording may vary depending on your device). If prompted, select the Google account or phone where you'd like to save the contact.

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Share Our Calendar

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  • Portfolio strategies for your needs.

  • Protect your family at every stage of life.

  • Strategizes your unique situation.

  • Providing for family and safeguarding your legacy.

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