Blake Dalton, Cfa Email & Phone Number

My expertise is providing unparalleled focus on the investment needs of Partners at the leading global accounting firms. I understand the complexities of wealth management for Partners in the Audit, Advisory and Accounting community, and the extreme demands on your time.In my experience, the combination of independence challenges and limited personal time often result in sub-optimal portfolios, leading to excess risk and/or poor returns. Too often, I’ve seen Partner investment portfolios with substantial cash balances, either due to untimely forced disposals or a lack of available time to research suitable investments.I believe our clients deserve a no-compromise investment portfolio. My team has a highly qualified Portfolio Manager dedicated exclusively to managing the unique investment requirements of my clients.I reduce the frustration of Independence and leverage my clients’ time by: conducting pre-purchase analysis of auditor conflict for all securities; tailoring investments to your professional circumstances, constraints and goals; facilitating trade pre-clearance, holdings reporting and ongoing tracking; and managing Disposal Notices.Contact me to discuss how I can help you build a customized investment portfolio, while keeping compliant with your Independence requirements.Why clients choose to work with me: “Blake understands how important Independence is in the audit profession, and makes compliance much easier.”“Blake’s unique focus on customized portfolios for Partners is an excellent fit, and one that I really appreciate.”“As a Partner at an audit firm, my constraints, priorities and goals differ from those of people in other professional areas. So, having an advisor that understands my unique financial concerns and needs is a must.”“I appreciate Blake’s ability to simplify and clarify financial issues, particularly given the complexity of the world we live in.”Please see the “Recommendations” section for full client comments.

Listed skills include Wealth Management Services, Retirement Planning, Wealth, Securities, and 17 others.