Products & Services

At Dalton Wealth Management, we provide assistance in the following areas:

Investments & Investment Planning

• Advisory Accounts
• Brokerage Accounts 
• Portfolio Management
• Asset Allocation
• Diversification Analysis
• Risk Assessment
• Stocks
• Mutual Funds
• Government Securities
• Corporate Bonds
• Municipal Bonds
• Variable Annuities

Retirement Plans & College Savings Plans

• IRA Rollovers
• Traditional IRAs
• Roth IRAs
• Simple & SEP IRAs
• Executive Compensation Plans
• 529 College Savings Plans

Financial Planning

• Retirement Planning Services
• Tax Planning & Analysis
• 401(k) Planning
• 403(b) Planning
• 457 Planning
• Pensions
• College Plans
• Business Continuation Planning
• Money Management

Estate Planning & Elder Law Issues

• Estate Planning
• Intergenerational Wealth Transfers
• Charitable Giving
• Medicare & Medicaid Planning
• Long Term Care Planning