Our Firm History
We Help You Plan and Build Success
Established in 2002, our firm is built on the pillars of professionalism, integrity, and objectivity. These core values have helped us earn a reputation for credibility, competence, and fairness. We prioritize confidentiality, ensuring our clients' needs are handled with the utmost discretion.
Why Work With Us?
A Collaborative Approach
Our team comprises multiple Equitable advisors, each contributing unique expertise from different marketplaces and backgrounds. This collaboration fosters a family-like home office environment, where clients benefit from a wide range of knowledge and perspectives. We strive to be a one-stop shop, offering a platform that addresses all your financial questions.
Fiduciary Commitment
As fiduciaries, we are dedicated to putting your best interests first. Our partnership with LPL, the largest independent broker-dealer in the nation, and our collaboration with Equitable, provide us with a strong foundation of resources and support. This relationship allows us to offer comprehensive solutions tailored to your needs.
Community Engagement
Our dedication extends beyond financial services to active community involvement. We engage in initiatives that strengthen and uplift the communities we serve, aiming to make a positive impact in both the financial lives of our clients and the broader community we call home.
Asking the Important Questions
When considering a partnership with Dayton and Sydney Wealth Strategies Group, we encourage prospective clients to reflect on several key questions: Do you like, trust, and respect our team? Are the benefits we offer exceeding the costs? Do you understand and agree with our investment philosophy? And do our recommendations make sense to you? These reflections are central to ensuring a successful and satisfying financial partnership.
Darlene DiMaria
Director of Operations & Client Management
Jillian Amon
Marketing Specialist
Brian Murphy, CPA, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Edward Sorrentino
Financial Professional
Our Strategic Partnerships
Our Partners & How They Help
At Dayton and Sydney, we believe in the power of collaboration to enhance your wealth management experience. Our strategic partnerships with industry leaders like LPL Financial and Crump and AmeriLife Company are integral to providing you with unparalleled service and expertise. These alliances allow us to offer you innovative solutions, robust resources, and personalized strategies, ensuring your financial success is always our top priority.
