Dalton Wealth Management

Dalton Wealth Management The Dalton Wealth Management system is so much more than numbers. We want to know what we need to do to make you feel that we did a great job for you.

Investments, Elder Planning Issues, Retirement planning, Stocks, Bonds, Mutual Funds, 529 Plan, IRA, Roth IRA, Pension, Annuities, Advisory, Brokerage, 401k, 403b 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 are committed to maintaining l

ong-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.


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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC. www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.daltonwealth.com

M0 is the total of all physical currency worldwide. What’s it look like?
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M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
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Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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08/24/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

08/21/2026

The key to healthcare in retirement might be a patchwork of different choices.

Have a strategy for discussing healthcare with your parents.
08/19/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
08/17/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

08/14/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
08/12/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

08/10/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

08/07/2026

What did it take to become the richest man in Babylon?

Address

7237 Cincinnati Dayton Road, Suite 203
West Chester, OH
45069

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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