PLAN

PROTECT

PROVIDE
 

Dayton & Sydney Wealth Strategies Group, LLC
 

Dana R. Sydney, CLU, CFP® - Managing Partner

Kevin T. Dayton, Retirement Planning Specialist - Managing Partner

Michael Z. Roberts, Managing Director

Richard Schriefer, Financial Consultant - Partner

Wayne J. Pfeiffer, Financial Consultant - Partner

Robert Lozzi, CFP®, MBA, Retirement Planning Specialist - Partner

Douglas Gregory Herschell, Retirement Planning Specialist - Partner

Life is filled with important decisions and unexpected events.  The advisors at Dayton and Sydney Wealth Strategies Group, LLC pride themselves on creating strategies to help their clients accumulate assets, prepare and protect against life's unexpected occurrences, and assist them in making those difficult decisions.  Our advisors specialize in the following areas, but are not limited to:  Asset Management, Wealth Transfer, Estate Planning, Risk Management, Business Succession, Retirement Planning, and Retirement Income Distribution.

Through our client-focused planning process, we help our clients create a plan that will bring confidence and structure to their pursuit of financial security and independence.   

Building lasting long-term relationships with our clients and watching them reach their goals is a main focus of our practice.  Financial freedom and security is reached through trust, constant communication and proper planning.  Dayton and Sydney Wealth Strategies Group incorporate these three attributes into all interactions with our clients. 

 

When You Walk With Purpose...You Collide With Destiny!!!
 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Dayton & Sydney Wealth Strategies Group, LLC is not owned or operated by AXA Advisors, LLC or its affiliates and does not provide legal or tax advice. They may transact business and/or respond to inquiries only in states where they are properly qualified.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
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