Our Team
Gregory J. Dupée, and Scott J. Karpiak of the Karpiak-Dupée Investment Group have spent their careers helping high net worth clients, institutions, endowments, and trusts establish and implement financial solutions to even the most complex situations. We have the knowledge and experience, plus all the necessary resources, to help with your unique situation. At Karpiak-Dupée Investment Group, we strive to be the highest standard of success in financial relationships. The measure of our success—and how we differentiate ourselves from other firms—lies in the strength of our relationships with you, supported by a foundation of trust and performance. Putting your financial needs first is at the center of who we are, and what we do.
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Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
RHD
Resources for Human Development is a national human services nonprofit with the broadest possible service mission, and Scott Karpiak is a Fundraising Committee member.
Devereux
Devereux is a leading nonprofit behavioral health organization, with Gregory Dupée serving as an Advisory Board Member.
Coral Tree Foundation
The Coral Tree Education Foundation aims to improve the education environment in Cambodia, and Scott Karpiak serves on the board of directors.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.