I am B.D. Dalton II, Principal Advisor at Temple Row Wealth Management.
I never wanted to follow in my father’s footsteps exactly, but in 1997, that is what I did. After starting out in sales jobs for a Walmart subsidiary covering 5 states in the USA, I felt unfulfilled. My mom said “why don’t you do what your dad does?” I thought didn’t want to be in banking. I was wrong.
I love solving problems and helping people. Wealth Management allows me the opportunity to do that.
My clients have ranged from business owners to families inheriting legacies, and people just wanting to make their money work for them. In 2002, we moved to the UK and built the business that is now Temple Row Wealth Management. Over 20 years, I have worked with over 1500 households in two countries.
The USA and UK are two countries separated by a common language, but we all have one common goal: making sure we feel wealthy. In my book that is not always a financial feeling, but the comfort of knowing what you have is doing what you need it to do, especially when things might be a little challenging. Like right now – I’m writing this during the Corona Virus pandemic of 2020. It’s a challenging time.
I love working with my team to help our clients manage their wealth and overall peace of mind.