Investment Management

Driven by data – guided by you.

Your Portfolio Awaits.

The path to long-term prosperity often begins and ends with your investment portfolio. It’s typically the centerpiece of your private wealth strategy—requiring consistent attention, analysis, and (when necessary) adjustment. Dean Dorton is willing to put in the time, effort, and active management a portfolio needs. And with our firm’s extensive resources, from experienced wealth advisors to market intelligence, you could have everything necessary to make investing simpler, smarter, and safer. What’s your portfolio missing? Perhaps it’s Dean Dorton.

Not Merely Investment Advisors

Our affiliate CPA firm has been in business for decades thanks largely to our -unwavering commitment to service and our continual quest for improvement. Dean Dorton Private Wealth possesses that same level of service commitment. Your wealth advisor is available, supportive, and transparent at all stages, helping you understand your portfolio and investment strategy. Thanks to our partnerships with Buckingham Strategic Partners and LPL Financial, your wealth advisor also has access to extensive data, analysis, tools, and resources to support planning and managing your portfolio intelligently. We believe few other firms can offer what Dean Dorton and its affiliates do—all while putting a personal face on investment management.

Meet Our Experts

Diego Vallota

Managing Director and Founder Wealth Management

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Pete Robinson

Director of Business Development, Private Wealth & Wealth Advisor

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A Wise Decision

Picking a wealth advisor can affect your whole financial future…for better or for worse. Pick wisely and consider Dean Dorton.

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