About Dayton & Sydney WSG

Our Mission…


 


Dayton & Sydney Wealth Strategies Group’s mission is to be our client’s first choice for financial planning.  We strive to provide our clients with the most current financial knowledge, specialized expertise in every facet of the financial planning process, integrity and honesty from all our associates, and the comfort knowing that we are working together with you to plan, protect, and provide for your financial needs.  Our trust, constant communication, and service allow us to help create long-term relationships with all of our clients.  These long-term relationships will not only help our clients, but will help build multi-generational wealth for our clients' future generations to share in.


 


Our Approach…


 


It begins with you, the client.  You are the most important part of the process.  We ask three important questions to begin the process:


 



  • What do you want to accomplish?

  • Have you started down the road to get there?

  • What happens if you don’t get there?


 


After this, we work together with you to create a financial plan through a thorough analysis of your goals, priorities, resources, and current portfolio.  With the end result being a personalized financial roadmap and customized portfolio, which will start you on the way to achieving financial success.  Our semi-annual and/or annual reviews enable us to review your plan and make adjustments that will help keep you on target to reach your goals.


 


Our Team…


 


Our Team is made up of knowledgeable and trusted individuals that strive to bring the utmost service to our clients.  Our support team holds true to our mission statement of constant communication, immediate assistance, and integrity in helping our clients achieve their goals. 


 


Our Resources…


 


Our expertise in every aspect of the financial planning process enables us to answer any financial question that our clients might have, whether it be in regards to:



  • Estate Planning & Wealth Preservation Strategies

  • Wealth Accumulation

  • Business Succession Planning

  • Asset Management Strategies

  • And Numerous Other Areas


Our open architecture of products and services allows us to sit on the same side of the table as our clients and supply them with the product that is the best fit for their personalized financial plan.


 


Our Promise to You…


 


To provide you with the honesty, integrity, and open communication that every client deserves in their relationship with their financial planning firm.  Our goal is to help you plan, protect, and provide you and your family with the proper planning to help reach the goals and lifestyle that you want to achieve.