About Dayton & Sydney WSG
About The Firm
Dayton and Sydney WSG was created in 2002 as a partnership between Dana Sydney and Kevin Dayton as a way to leverage the founders abilities and experience. As a new “idea” within Equitable Advisors, their partnership was considered a founding institution which has now grown into an Equitable Advisors’ Model of Hybrid Producer Groups. This was created to provide the highest producing agents in the company with autonomy and freedom, as well as the ability to brand and market to their clientele as an independent organization.
This provided the founders with a perfect opportunity to bring about its brand awareness and benefits: Have the size and working in alliance with a large financial organization ensuring compliance and longevity, but have the ability to be flexible and grow like a startup. As the model and firm grew as a “quasi-independent” we were able to add on specific logistics and functionality not available through the cumbersome agency model.
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.
With over 200 years of combined experience within the group, Dayton and Sydney WSG is considered to have capabilities in the following (but not limited to):
• Wealth Management and Asset Allocation Planning
• Life Insurance Planning
• Trust and Estate Planning Strategies
• Annuity Usage and Planning
• Retirement Planning
• Disability income and Long-Term Care Planning.
• Health Insurance Planning
As Equitable Advisors has provided us the necessary tools and investment products to the group, we have come to make our name in various marketplaces, including but not limited to:
• Sports and Entertainment
• Construction Firms
• Union Representatives
• Non-For-Profit Entities
• Family Offices
• Teachers and Educator Administration
• Small Business Entities
• Surgeons and Medical Agencies.
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.
We promise to spend our time listening to you and understanding your personal situation. We recommend strategies that specifically benefit you and your family. We explain every strategy we propose until you are confident that it is the right decision and we are there to help you whenever you need it. In addition, your Dayton and Sydney financial professional will help you to plan for a secure life and your family’s future, protect yourself and your family from life’s unexpected events, and provide for loved ones during your life and after death.
Dayton and Sydney financial professionals are guided by a core set of values. We give our clients the highest quality service by developing trust, building relationships, and providing assistance through all of life’s ups and downs. We value our people, make sure to be respectful, take accountability, stay innovative, dream big, and work hard. With these values, we believe you can achieve the very best.
We work hard every day to improve the lives of our clients, our employees, and our community. We volunteer and participate with the National MS Society, Rotary International, LGBT Network, Girls Inc., St. Baldrick’s and Boys & Girls Club. Our mission is to consistently empower our team members to take charge of the future by helping those who need it most.