Save Our Contact Information to Your Phone
iPhone (Apple Contacts)
- Scan the QR code or open the downloaded .vcf file.
- 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.
Android Phones
- Scan the QR code or open the downloaded .vcf file.
- If prompted, 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.
Once saved, you'll have quick access to our Contact Information: phone numbers, email, website, office location, Zoom meeting links, and other helpful resources whenever you need them.
Securely Upload to Us
You can upload photos and files directly into your mobile phone’s camera
Join Private Video Session
Use this direct link for personalized private video Zoom sessions with Dustin LaPorte and his staff.
Join Open Group Video Session
Use this link for group meetings open to the public, like our Weekly Message, Market Updates, Educational Seminars, etc.
Directions to Our Office
Google Maps or Apple Maps to our office is located at 1476 Ben Sawyer Blvd, Suite 3, Mt. Pleasant, SC 29464. In the same suite as the non-affiliated law firm H. Michael White, Jr.
Preparation Resources
We have created these links to help you prepare for our meeting.
- Financial Planning Checklist – A list of documents that may be needed for our discussion.
- Upload Link - A secure link to upload documents to LaPorte Wealth Management Group
- Communication Style (DISC Profile Chart) – Identify your primary personality style and help us understand the communication approach that works best for you in an advisory relationship.
- MoneyGuidePro/Elite Financial Planning Software – Easily enter your goals and personal data, and link your financial accounts to minimize manual entry and give you instant, real-time access to your complete financial picture anytime you need it.
- Retirement Lifestyle Workbook Client & Co-Client – This workbook is optional, but it serves as a helpful guide to prepare you for the types of questions we’ll explore together.
For more information or questions, reach us at (843) 882-5336.
To Access Your Osaic Account Information:
- Osaic OneView - View the performance of your investments with us.
Osaic eQuipt Client Portal—Manage your account easily by signing documents electronically and viewing your account statements, trade confirmations, tax documents, balances, portfolio holdings, transaction history, and detailed account summary.