Team
At Dalton Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement distribution strategies
- Estate conservation issues
- Risk management analysis
- Income Tax Minimization
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
David M. Dalton, JD, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
As a CERTIFIED FINANCIAL PLANNING™ Professional, or CFP®, Megan works with individuals and families to help them work toward achieving many diverse short and long-term financial goals....
Cindy Snyder has over twenty years of financial services experience with Dalton Wealth Management. In addition to managing the office, Cindy is responsible for handling securities trades and account maintenance. Cindy also assists...
Helping Dave and Megan communicate with their clients is Aimee’s focus. Through the use of regularly scheduled client reviews, weekly market commentaries, quarterly newsletters, educational seminars and quarterly client letters,...