Elite Wealth Management

Elite Wealth Management is a Wealth Management Firm in Summerville, SC. The veteran‑owned practice provides financial planning, investment management, tax‑strategy consulting, and portfolio‑strategy services. Led by Jacob Dalton, who entered the financial sector in 2014, the firm serves individuals and families seeking personalized wealth‑building guidance.

The firm’s mission emphasizes client prosperity and value, built on a relationship‑first philosophy. Jacob Dalton brings a blend of finance, insurance, and military experience, holding Series 6, 63, and 65 securities licenses, a life‑health insurance license, and the Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning Counselor (CRPC®) designations. His background as a Senior Drill Sergeant in the United States Army Reserve informs a disciplined, client‑focused approach to financial planning and education.

With a clear focus on developing lasting advisor‑client relationships and delivering tailored financial solutions, Elite Wealth Management leverages its expertise to help Summerville residents navigate complex financial decisions and achieve long‑term success.