The Dalton Group
Our mission is to understand what matters most to you. We help organize priorities into a framework that can be documented, tracked, and updated through time.
Most of our clients are financial services professionals who are bound by time and compliance. We create and maintain custom asset and liability management solutions with a service model designed to reduce complexity and keep client’s actions & goals aligned, all to increase the probability of desired outcomes.
Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
