Our Story
Founded in 2005, Dalton & Prescott Wealth Management emerged from a shared vision of two seasoned finance professionals, James Dalton and Clara Prescott. With over 25 years of combined experience in the financial industry, James and Clara recognized the need for a boutique wealth management firm that prioritizes personalized service and holistic financial strategies.
Their journey began in the heart of downtown Chicago, where they combined their expertise to create a firm dedicated to understanding the unique needs of each client. With a commitment to integrity and transparency, they established Dalton & Prescott as a trusted partner for individuals, families, and businesses seeking comprehensive wealth management solutions.
Our Growth
Since our inception, Dalton & Prescott has experienced remarkable growth, driven by a strong reputation for excellence in client service and results. Our client base has expanded to include high-net-worth individuals, entrepreneurs, and family offices, all of whom seek tailored financial strategies that align with their goals.
As we continue to grow, our focus remains on providing high-quality, individualized service. Our team of experienced advisors brings diverse backgrounds and certifications, allowing us to offer a comprehensive suite of services.
What We Offer Today
At Dalton & Prescott, we believe that wealth management is not just about managing assets; it’s about building lasting relationships. We are dedicated to empowering our clients through expert guidance and a collaborative approach. Our services include:
- Comprehensive Wealth Planning: We develop tailored financial plans that encompass your unique goals, values, and circumstances, ensuring a holistic approach to wealth management.
- Investment Management: Our experienced team designs and manages investment portfolios aligned with your risk tolerance and financial objectives, employing strategies that aim to optimize returns while minimizing risk.
- Estate Planning and Wealth Transfer: We assist you in creating a comprehensive estate plan that protects your assets and ensures a seamless transfer of wealth to your heirs, while minimizing potential tax implications.
- Tax Planning and Optimization: Our advisors provide strategies to minimize your tax liabilities, helping you maximize your investments and preserve your wealth for future generations.
- Retirement Strategies: We help you navigate the complexities of retirement planning, ensuring you have the right strategies in place for a secure and fulfilling retirement.
- Philanthropic Planning: For clients interested in making a positive impact, we offer guidance on charitable giving and establishing foundations, aligning your philanthropic goals with your financial strategies.
- Risk Management and Insurance: We evaluate your insurance needs and provide recommendations to protect your assets and family against unforeseen events, ensuring comprehensive risk management.
As we look to the future, our commitment to excellence remains unwavering. We strive to be at the forefront of the financial industry, continuously adapting to the changing landscape and evolving the needs of our clients.
Join us at Dalton & Prescott Wealth Management, where your financial journey is our priority.