Personalized financial strategies designed to align with your goals, supported by industry experience. Focused on helping clients navigate financial decisions over time.
Over 28 years of combined industry experience
WEALTH MANAGEMENT
Are you ready for retirement?
It starts with a simple question, and the strength of advice helps design the journey.
INVESTMENT BANKING
Is your portfolio in line with your goals?
My research-based approach adds value beyond returns.
WEALTH MANAGEMENT
How are you currently investing?
When is the last time you received a second opinion?
OUR APPROACH
What you can expect when you work with me.
At Dalton Wealth Group, our purpose is to help you feel confident, connected, and in control of your financial life. The right financial advice can help prepare you for whatever life brings—both the expected and the unexpected. When you work with me, you receive:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio.
- Regular meetings to review your goals, progress and investments.
- Anytime access to your investments and digital tools to help you stay on track.
Areas of focus
- Investments
- Retirement Planning Strategies
- Retirement Income Strategies
- Wealth Management Strategies
- Retirement Plan Distribution
- Specializing in Income Producing Securities
Qualifications
- FINRA Series 66
- FINRA Series 7
- FINRA Series 31
- Life, Accident, and Health Insurance Licensed
Education
- Niagara University, B.A. Marketing
Meet Donald D. Dalton
About Me
I am originally from Buffalo, NY, where I competed in NCAA Division I Baseball as a left handed pitcher and NCAA Division I Tennis while attending Niagara University. During my time at Niagara, I began my career in 1997 as an intern at Wells Fargo Advisors. After graduating, I moved to Boston in 1998 to begin my professional journey at Putnam Investments.
Today, in addition to supporting my clients, my primary focus is my family. My daughters, Eliana Bliss (14) and Serena Bella (13), attend school here in Duxbury. We enjoy spending time on the water, boating on our Grady White, and exploring the beaches throughout Duxbury, Martha’s Vineyard, and Nantucket.
Outside of Duxbury, we are active skiers, pickleball players, and golfers, and we enjoy traveling to destinations such as Switzerland, Italy, and the Caribbean.
Community Participation
- St. Joseph's Church (Hanson, MA), Member of the Board
- Young Friends & Neighbors of the Back Bay, Co-Founder
- Co-Chair and Co-Founder of the Duxbury Men's Newcomers Club
- Member of the Duxbury American Legion
- Member of the Duxbury DBA Group
- Member of the Harvard Club
- Member of The Quin House Boston.
- Young Friends & Neighbors of the Back Bay
- Patron Member of the Museum of Fine Art
Awards and Recognitions
- Featured on the cover of Boston Business Journal
- Inductee to the Marquis Who's Who in America 2019-2020
Contact Me Today