Daniel Dales, Managing Partner, Signature Wealth Concepts LLC

10/14/2025

Today we’re celebrating a very special milestone birthday — our Managing Partner, Daniel Dales, turns 40! We want to give him a heartfelt shoutout, and to mark the occasion, we’ve gathered some fun photos from over the years. Take a moment to wish him a happy birthday!

08/12/2025

Another sneak peak here of the upgrade we made to one of the walls in our Tucson office over the summer months...full reveal to come soon!!

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Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title

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06/15/2025

Happy Father’s Day to all the Dads out there!
Being a Dad to Cooper is my biggest life accomplishment!

05/06/2025

There’s been many an educator come through the doors of the Foster Center over the years! Definitely seems appropriate spending some time in here during teacher appreciation week

11/21/2024

Another week, another on-campus selfie after working with a veteran educator and showing her how to successfully navigate the transition to retirement!

Who can recognize what campus this is??

If you or someone you know are retiring from the schools this year, schedule a time on my calendar for a consult to discuss how you can maximize your upcoming retirement options.

www.calendly.com/danieldales

11/18/2024

Happy Friday!!
I spent some time discussing future retirement options with an awesome administrator at this school today...who knows which campus this is??

10/31/2024

10/18/2024

This past week I attended the 2024 National Education Meeting in San Antonio, TX. I was among other top Equitable Advisors Gold colleagues where we got the chance to learn from industry leaders and hear economic updates.

10/11/2024

Looking forward to attending the 2024 National Education Meeting in San Antonio, TX. The conference recognizes the top 175 Equitable Advisors Gold financial professionals.

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

10/08/2024

The IRS announced adjustments for 2024, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2024.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2024 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

10/02/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Gold Rally is No Flash in the Pan".