Dayton & Sydney Wealth Strategies Group

Investment Management, Financial Planners, Financial Planning Consultants

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Map & DirectionsDirections27 Main St Ste ASouthampton, NY 11968 Write a ReviewWrite Review

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AKA: Dayton & Sydney Wealth Strategies Group LLC
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (631) 283-6111

Address: 27 Main St Ste A, Southampton, NY 11968

Dayton & Sydney Wealth Strategies Group

Taxes

Tax Planning
As a Financial Advisor and Consultant with Dayton & Sydney Wealth Strategies Group, Stephen Hildebrandt works with families, professionals and businesses to achieve their financial goals. His practice is focused around holistic retirement, investment and tax planning strategies.

Investment

Investment Management
Sam’s experience extends to various areas of financial management, including investment planning, retirement planning, and insurance analysis. With a keen focus on asset accumulation and risk mitigation strategies, Sam works closely with his clients to develop customized financial plans tailored to their specific needs and goals. Through a holistic approach, he ensures that each client’s unique circumstances and long-term objectives are taken into consideration.
Wealth Management
Now with 10 Core Planning Professionals, 4 support staff and a group of Paraplanners that are now working towards membership in the group, Dayton and Sydney continues to grow withing the Wealth Management and social communities. It took us 20 years, to become an overnight success.

Accounting

Accounting Services

Planning

Financial Planning
Since 2002, The firm continued to add experienced personnel and financial professionals who were able to leverage the original partner ideas and vision. Each member brought in has specific capabilities in either a Marketplace to which our products are sold, or to the specific use of our planning products in the Wealth and Financial Planning Process.
Retirement Planning
Retirement planning might be essential for sustained financial health post-retirement. However, a recent study revealed that around 42% of people have less than $10,000 stocked away for retirement [1]. And it doesn't help the situation that 41% of millennials do not... read more
Long Term Care
Robert Murphy is a financial professional with Dayton & Sydney Wealth Strategies Group. He has over three decades of experience in the financial services industry, having joined his current broker dealer, now Equitable Advisors in 1977. During that time, Bob has built his business on meeting the short and long-term needs of his clients by taking the time to understand their goals, and then recommending strategies to meet them. But his role doesn’t end there. Bob prides himself on the longstanding relationships he builds with his clients. He continually monitors market conditions in relation to client accounts to help ensure that the financial programs in place still meet client needs as his clients move through the phases of their lives (children, grandchildren, marriage, divorce, disability, elder care, etc).
Asset Management
He is a 1992 graduate of Dowling College with a degree in Political Science. Wayne is recognized as an Elite Advisors Group member at the Paramount Planning Group level based on achieving a certain sales production level among all financial professionals within our organization. Members of the Elite Advisor Group are distinguished, innovative, and respected financial professionals who are highly experienced at addressing the needs of individuals, families and business owners by providing wealth protection, asset allocation, financial and estate planning strategies through a comprehensive range of top-quality investment and financial products from leading financial companies.
College Funding
We believe in providing our clients with the best possible solution for their specific financial situation. Sometimes, our finances can get overwhelming, confusing and just be frustrating to deal with. We work meticulously to take the frustration out of finance so that you, can get back to what is most important. From the student looking for college funding strategies to the pre-retiree who wants to spend more time with family, we have you covered.

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Dayton & Sydney Wealth Strategies Group