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Life is filled with important decisions and unexpected events.  The Associates at Dayton & 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
  • Family Office and Multi-Family Office Firms

Our Advisors focus on the following areas, but are not limited to: 

  • Asset Allocation
  • Business Succession 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 & Sydney Wealth Strategies Group incorporate these three attributes into all interactions with our clients.


Are Your Beneficiaries Up-to-Date?

Now may be a good time to make sure that the beneficiaries in your will, insurance policies, and retirement accounts are current.

Home Ownership Can Pay Off at Tax Time

Tax incentives available to homeowners, like deducting mortgage interest, can make homeownership attractive to some.

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Special Bequests for Special People

A personal property memorandum could be used to make bequests of specific items to heirs.

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