Broker Check

Know What You Need, and What It Takes to Get There

Recommendations here are not filtered through an approved product list, so what gets suggested follows from your circumstances rather than from anyone's inventory. Joseph Dupuis works with business owners and families across more than thirteen states from an office in Berlin, New Hampshire.

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What We Do

What We Do

People usually come in with two questions: will what they've saved cover the life they want, and is their current approach to investing going to get them there in time? Joe Dupuis starts by building your number from your own spending and expectations, not an outside benchmark. Then he creates the plan and portfolio designed to reach it. From there, the two of you meet at least once a year to compare what has happened with what the plan assumed, and to adjust course wherever the two have drifted apart.

Who We Serve

Why We’re Different

  • Owners in their thirties through fifties whose companies hold most of what they have built.

  • Households balancing college costs, mortgage payments, and retirement contributions against one income stream or two.

  • People within a decade of leaving work who want the arithmetic checked before they commit.

  • Clients in more than thirteen states who work with Joe through scheduled phone and video.

How We Help in Five Steps

How We Help in Five Steps

The categories below tend to overlap in practice, since a decision about the business changes what retirement looks like and a change in the plan changes the portfolio. Joe handles all of it himself, which keeps those connections from getting lost between people.

Financial Planning

Financial Planning


Cash flow, savings, debt, and education costs mapped together so the trade-offs between them become visible and comparable.

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Retirement Planning

Retirement Planning


Building the number from your own spending and expectations, then working out what it takes to reach it.

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Investment Management

Investment Management


Portfolios built around your timeline and risk tolerance, selected without a required product list narrowing the options.

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Planning for Business Owners

Planning for Business Owners


Separating personal retirement from company value, including the retirement plan offered to employees and eventual exit considerations.

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Ongoing Review

Ongoing Review


Annual meetings measuring what happened against what was projected, with adjustments wherever your circumstances and the plan diverged.

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A Career Built Where He Grew Up

A Career Built Where He Grew Up

Joe Dupuis grew up in Berlin, went to Clarkson University, and came home to work with families here, first at the credit union and then, from 2018, as an advisor. He opened JBD Wealth Management so that his recommendations answer to his clients rather than to a corporate product list.

The One Big Beautiful Bill Act

The One Big Beautiful Bill Act fundamentally reshapes the financial landscape for millions of Americans, yet it introduces distinct factors that can impact your long-term retirement strategy. Understanding these changes to tax and policy is an important part of comprehensive financial wellness.

Why Work With Someone Local?

Why Work With Someone Local?

  • Honest, No-Sugarcoating Advice
  • Rooted in the White Mountains
  • Independent — Not Limited to One Product Shelf
  • A Real Relationship, Not Just a Portfolio
  • Annual Check-Ins to Keep You on Track
  • Trusted by Business Owners & Families Alike

Our ProcessNo Surprises About What Comes Next

A defined order means you always know where things stand and what is coming.

Step 1Free Introductory Meeting

A conversation about your situation and how Joe works, with no cost and no obligation.

Step 2Build the Plan

Your goals and current position turned into a plan and a matching investment strategy.

Step 3Put It in Motion

 Accounts opened, funds allocated, and the moving parts of the plan set into actual practice.

Step 4Review at Least Annually

We compare your progress against the plan's projections and adjust wherever your life or the markets have moved things off course.

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ResourcesInsights Worth Your Time

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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

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Get StartedOne Conversation, No Cost

The first conversation costs nothing and ends wherever you want it to, whether that means scheduling a second one or simply leaving with a straight answer to whatever brought you in. Reach out by email or phone and Joe will make the time.

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