The terms and conditions of using this site.

1. Acceptance of Terms

By accessing or using this website, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree, do not use the site.

2. About the Site Operators

This site is operated by DuPont Law Group, an Ohio professional law firm, and Advocate Wealth Solutions, a Registered Investment Adviser (collectively, "we," "us," or "our"). Gregory S. DuPont, Attorney and Certified Financial Planner is the founder of both firms.

3. Educational Purpose Only

All content on this site, including the Advisor Scorecard, books, articles, videos, downloads, and any related materials, is provided for general educational and informational purposes only.

Nothing on this site constitutes legal advice, tax advice, financial advice, or investment advice. Nothing on this site creates an attorney-client, fiduciary, advisor-client, or other professional relationship between you and Gregory S. DuPont, DuPont Law Group, Advocate Wealth Solutions, or anyone associated with them.

4. No Reliance Without Consultation

You should not act or refrain from acting on the basis of anything you read on this site without first consulting a qualified attorney, CPA, financial advisor, or other appropriate professional licensed in your jurisdiction. Every individual's circumstances are different, and the law and tax code change over time.

5. Eligibility and Jurisdiction

Information on this site is intended for residents of states where the relevant firm is licensed to practice. DuPont Law Group is an Ohio professional law firm. Advocate Wealth Solutions is a Registered Investment Adviser. Use of this site from outside an applicable jurisdiction is at your own risk.

6. Intellectual Property

All content, branding, frameworks (including but not limited to The 4D Estate Plan™, March to a Million™, the PILOT Process, the 8-Level Advisor Scorecard, and the Family Loss Number™), and materials on this site are the property of DuPont Law Group, Advocate Wealth Solutions, or their respective owners and are protected by intellectual property law.

You may not copy, reproduce, distribute, modify, or create derivative works of any content without written permission, except for personal, non-commercial use of materials we explicitly make available for download.

7. User Submissions

If you submit information through forms, the Advisor Scorecard, or otherwise interact with this site, you represent that the information is accurate. We will use that information consistent with our Privacy Policy.

8. Third-Party Links and Sources

This site may contain links to third-party websites or reference third-party research, studies, or publications. We are not responsible for the content, accuracy, or practices of third parties. Citations are provided for educational context only.

9. No Guarantee of Outcome

Results discussed anywhere on this site, including the Family Loss Number™, exposure estimates, dollar-amount illustrations, and case-study figures, are illustrative and based on national averages, published research, and modeling assumptions. Past planning outcomes do not guarantee future results. Individual results vary based on facts, circumstances, jurisdiction, market behavior, and applicable law.

10. Limitation of Liability

To the fullest extent permitted by law, we are not liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of this site or reliance on its content. Your sole remedy if you are dissatisfied with the site is to stop using it.

11. Indemnification

You agree to indemnify and hold harmless DuPont Law Group, Advocate Wealth Solutions, Gregory S. DuPont, and their officers, employees, and agents from any claims, damages, or expenses arising from your use of the site or your violation of these Terms.

12. Governing Law

These Terms are governed by the laws of the State of Ohio, without regard to its conflict of laws principles. Any dispute arising from these Terms or your use of this site shall be resolved exclusively in the state or federal courts located in Franklin County, Ohio.

13. Changes to These Terms

We may update these Terms from time to time. The "Last updated" date reflects the most recent change. Continued use of the site after a change constitutes acceptance of the updated Terms.

14. Contact

DuPont Law Group · Advocate Wealth Solutions
655 Metro Place South, #440
Dublin, OH 43017
(614) 881-2523
Legal: [email protected]
Financial Planning: [email protected]