My mission is centered on your prosperity and delivering unparalleled value. We stand ready to steer your financial journey toward new heights of success, with unwavering dedication
ABOUT ME
IT ALL BEGINS WITH A RELATIONSHIP
There are hundreds of advisors that you can choose from. What makes one better than another? I believe it’s the relationship you develop and the ideology behind planning.
Jacob Dalton is a multifaceted professional with a robust background in finance, insurance, and military service. As the owner of Elite Wealth Management, Jacob has established himself as a prominent figure in the financial services industry, bringing his clients a wealth of knowledge and experience.
Jacob's journey in the financial sector began in 2014. Since then, he has navigated the intricate landscape of finance, steadily advancing from consultative services to becoming a seasoned professional in wealth management. His specialized focus on tax and portfolio strategies helps set him apart, showcasing a dedication to providing complex, tailored financial solutions.
With licenses including Series 6, Series 63, Series 65, and a life health insurance license, Jacob Dalton possesses a comprehensive understanding of financial regulations and insurance practices. These credentials attest to his commitment to staying current with industry standards and offering diverse services to meet his client's needs.
Jacob's commitment to professional development further underscores his designations as an Accredited Portfolio Management Advisor (APMA®) and a Registered Financial Consultant (RFC®). These qualifications reflect his dedication to upholding the highest standards of professionalism and expertise in the financial advisory realm.
In addition to his thriving career in finance, Jacob serves as a Senior Drill Sergeant in the United States Army Reserve, demonstrating his commitment to duty, leadership, and service to his country. His military background has instilled in him a strong sense of discipline, resilience, and the ability to thrive in challenging environments.
Jacob Dalton's unique combination of financial acumen, diverse licenses, and military leadership positions him as a dynamic professional capable of navigating the complexities of both the financial and military sectors. His commitment to excellence, coupled with his diverse skill set, positions him as a skilled advisor and leader in the intersection of finance and military service.
OUR
SERVICES
RETIREMENT STRATEGIES
We all have desires to stop working one day. How does your dream compare to your current strategy? Through a comprehensive strategy process I can turn the dream into reality with a step by step strategy and projection of the future.
INVESTMENT ADVISE
401(k), 403(b), SEP, SIMPLE IRA, IRA, Roth IRA, Brokerage Accounts, NQDP, Profit Sharing Plans? What should you do with your savings? What strategies make the most sense based on your end goals?
LONG-TERM CARE*
How does your current strategy handle long-term care situations that could deplete your assets? Do you understand the costs, risks and affects of long-term care to your assets? Let me educate you on some new options. * The availability of certain products varies by carrier and state.
INSURANCE STRATEGIES
Life Insurance (Whole Life, Universal Life, Term, Variable), Disability Insurance, Disability Overhead Insurance, Employee Benefits, Annuities. With so many options available how do you decide which is best for you? Where does this fit into your strategy?
BUSINESS CONSULTING
Are you an entrepreneur, small business owner or established business? Are you established as an LLC, LP, DP, S-Corp, C-Corp? How does this affect your business planning solutions? Let’s discuss your strategy.
WEALTH MANAGEMENT
Perhaps you want to include all aspects of financial freedom into your strategy. I offer various strategies and processes for those who want to encompass their complete financial futures in one simple process.
THE PROCESS DEFINED
Step 1: Connect
In the "Connect" phase, the wealth management process begins with establishing a strong relationship between the client and the wealth manager. This step involves building trust and understanding the client's financial aspirations, values, and life goals. Key activities in this phase include:
Introduction and Relationship Building
Initial Consultation
Outline Services and Approach
Step 2: Discover
The "Discover" phase involves a deep dive into the client's financial landscape. The wealth manager conducts an in-depth analysis to gather comprehensive information that will serve as the foundation for tailored financial strategies. Key activities in this phase include:
Financial Assessment
Risk Profiling
Identify Opportunities and Challenges
Step 3: Design
Once a thorough understanding of the client's financial landscape is established, the "Design" phase focuses on crafting a customized wealth management strategy. This involves creating a holistic plan that aligns with the client's objectives and risk profile. Key activities in this phase include:
Goal Setting
Asset Allocation and Investment Strategy
Financial Planning
Step 4: Deploy
In the "Deploy" phase, the wealth management plan is put into action. This involves implementing the investment and financial strategies outlined in the design phase. Key activities in this phase include:
Portfolio Implementation
Monitoring and Adjustments
Regular Reviews and Communication
This four-step approach creates a dynamic and client-focused wealth management process that is grounded in understanding, collaboration, and ongoing refinement. It helps to ensure that the client's financial journey is not only well-planned but also flexible enough to adapt to the ever-changing financial landscape.
*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner, or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in her or her capacities as (i) an investment advisor representative ("Advisory Representative"), (ii) a registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively "Prudential Representation".)
CONNECT
Get to know each other and determine if this partnership is a good fit.
DISCOVER
Go through a discovery meeting to identify your goals and priorities in life.
DESIGN
Provide a snapshot plan of your short, mid and long term goals.
DEPLOY
Utilize your assets and resources to accomplish the priorities in your strategy.
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