The Dalton Wealth Management System

Dalton Wealth Management is driven by a clear vision: To preserve and then enhance the future purchasing power of our clients’ wealth. To that vision, we apply a disciplined investment approach, a consistent client service process, and a high level of professional competency.

But, the Dalton Wealth Management system is so much more than numbers. We take the time to get to know you, your family and what you want your life’s savings to do for you. We want to understand what is happening in your life today that could affect your finances tomorrow. We want to know what we need to do to make you feel that we did a great job for you.

We are committed to maintaining long-term relationships with our clients. We take the time to listen to your concerns and objectives. We will then give you the sound advice you deserve... treating you like a friend.

Most of our new clients are friends or family of our current clients. We have earned their trust. Clients feel confident that we will also do a great job for their loved ones.

Because of our independent and objective approach to investing, individual investors have trusted us to manage their portfolios since 1983. Dalton Wealth Management takes to heart the trust our clients place in us.

As a Dalton Wealth Management client, you can rely on your advisor to suggest new ideas and opportunities, report on the progress of your portfolio, keep in touch with changes in your circumstances and respond quickly to your questions.