Direction to the Office

Securely Upload to Us

You can upload photos and files directly into your mobile phone’s camera

Schedule

Join Private Video Session

Use this direct link for personalized private video Zoom sessions with Dustin LaPorte and his staff.

Join In

Join Open Group Video Session

Use this link for group meetings open to the public, like our Weekly Message, Market Updates, Educational Seminars, etc.

Join In

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.

Directions

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.

Call (843) 882-5336 or Schedule Online

GPS Links to Our Office

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