Wealth Management Tailored to You
We pride ourselves on creating wealth management strategies that best fit our clients’ goals.
Empowering Your Financial Journey with Expertise and Integrity
Welcome to Dalton & Prescott Wealth Management
At Dalton & Prescott, we believe that effective wealth management goes beyond numbers; it’s about understanding your unique goals and dreams. As a boutique wealth management firm located in the heart of downtown Chicago, we are dedicated to providing personalized financial strategies tailored to meet your individual needs.
Our Services
Comprehensive Financial Guidance
We offer a comprehensive set of financial services to ensure that all of your needs and goals are met.
Estate Planning
Our estate planning and wealth transfer services help protect your assets.
Investment Management
We design investment portfolios that align with your risk tolerance and financial goals.
Tax Optimization
Our advisors help prepare you for a comfortable retirement.
Your Trusted Financial Partner
12%
Average Yearly Growth
$2.3B
Managed Assets
35
Risk Profiles
200+
Satisfied Clients
Our Testimonial
Our Client’s Experiences
Michael R.
Executive
“The advisors at Dalton & Prescott are not only knowledgeable but also genuinely care about their clients’ success. Their strategic guidance has been invaluable in navigating complex financial decisions.”
Laura C.
Physician
“As a busy healthcare professional, I needed someone to manage my investments and financial planning. Dalton & Prescott exceeded my expectations with their proactive communication and tailored strategies.”
David T.
Non-Profit Director
“Dalton & Prescott’s commitment to ethical investing aligns perfectly with my values. They not only help me grow my wealth but also ensure that my investments make a positive impact.”