Dayton & Sydney Wealth Strategies Group

About My primary focus is helping to inspire and guide entrepreneur's and professionals to protect themselves and their families from life's uncertainties, to protect and grow their wealth so they have the freedom to fully enjoy life and do what they want when they want. I have been a wealth management advisor for over 30 years. I specialize in overseeing the complete financial picture of successful professionals and entrepreneurs. I truly enjoy finding efficient ways for my clients to build and enjoy their wealth.

We Firmly Believe That Knowledge Is Power Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom. At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance.