Life is filled with important decisions and unexpected events.  The Associates 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. 

The Group focuses on providing personal financial planning strategies to high-net worth individuals, sports & entertainment figures, corporate executives, closely held businesses and families, and can work closely with family office and multi-family office firms. 

Our Advisors specialize in the following areas, but are not limited to:  Asset Allocation, Business Planning, Education Funding, Retirement Planning, Survivorship Planning, Structured Settlements, Estate Planning Strategies, Disability Income Analysis, Retirement Distribution Planning, Philanthropic & Charitable Giving.    

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.  

CFP^® and CERTIFIED FINANCIAL PLANNER^TM 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.