Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investments

Awards & recognition

  • Dalton and Associates, Ameriprise Client Experience Award, 2020-2024
  • Brett Dalton, Five Star Wealth Manager, 2015-2017, 2020-2022
  • Brett Dalton, Ameriprise Circle of Success, 2014-2021
  • Scott F Durrett, Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

We are passionate about multiple causes and volunteer our time and resources to various organizations including the Metropolitan Educational Theater (MET 2), City of Hope, Leukemia and Lymphoma Society, and various programs dealing with the recovery of drug and alcohol addiction.