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Jon Dayton

Private Wealth Advisors

101 CALIFORNIA STREET, FLOOR 21

SAN FRANCISCO, CA 94111

800.249.7062

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About us

Team Philosophy

The Dayton Group is an advisor to high-net-worth families on their investment planning and wealth management needs. The team's focus in tax-sensitive, service-intensive strategies for diversifying concentrated holdings.

Leveraging our team’s extensive industry experience, we provide customized resources, including concentrated stock specialists, asset allocation strategists, manager research analysts and grant-making consultants. In addition to the in-depth services offered by our team, we provide exclusive access to the open platform and global resources of Merrill Lynch. Our goal is to provide exceptional client service together with our customized wealth management planning.

CUSTOMIZED RESOURCES

  • Strategic Development
  • Tax Minimization
  • Wealth Transfer
  • Insurance
  • Philanthropy
  • Liquidity
  • Restricted Stock Transactions
  • Stock Option Exercise
  • Hedging and Monetization
  • Lending
  • Diversification
  • Investment Strategy Development
  • Asset Allocation and Manager Structure
  • Manager Selection & Monitoring
  • Rebalancing Strategy

    Asset Allocation does not ensure a profit or protect against loss in declining markets.

  • Services

    In more than 20 years as an advisor, I have learned through major market climbs and collapses that:

    1) To comfortably manage through these times a relationship needs to be built on an ongoing process of understanding your purpose for your wealth

    2) Building a plan that you understand to serve your purpose

    3) The measure of our success is your ability to sleep at night

    Starting point and questions:

    What is your purpose for your wealth?

    Do you feel you have enough to meet your intent?

    Who do you want to involve in the process?


    Meet the team

    Back to team

    Jon Dayton

    Managing Director

    Private Wealth Advisor

    415.288.2550

    415.288.2550

    j_dayton@ml.com

    Add to address book

    Read Bio

    Liz Holt

    Private Wealth Assoc

    415.288.2631

    415.288.2631

    liz.holt@ml.com

    Add to address book


    Latest Thinking


    Back to overview

    Meet the team

    Jon Dayton

    Managing Director

    Private Wealth Advisor

    415.288.2550

    415.288.2550

    j_dayton@ml.com

    Add to address book

    Read Bio

    Liz Holt

    Private Wealth Assoc

    415.288.2631

    415.288.2631

    liz.holt@ml.com

    Add to address book