At Dalton & Prescott Wealth Management, our team is our greatest asset. Committed to excellence and driven by integrity, each member brings unique expertise and a passion for helping clients achieve their financial goals. Get to know the dedicated professionals who make up our team:

James Dalton

Co-Founder & CEO

Clara Prescott

Co-Founder & COO

Ethan Reynolds (CFP®, CFA®)

Senior Wealth Advisor & Managing Partner

Liam Chen (CFA®, FRM)

Investment Specialist

Maya Caldwell (CFP®, CFA®)

Financial Advisor

Isaac Greene (CMA, FMVA®)

Financial Advisor

Jordan Park (CFP®, AWMA)

Financial Advisor

Sophia Martinez

Client Relationship Manager

Emily Thompson

Marketing Coordinator

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