Dalton Boatright, CFA
Where Families Build Wealth | Fee-Only Fiduciary
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Serving Clients Nationwide
Where Families Build Wealth | Fee-Only Fiduciary
Areas of Focus
- Business Owners
- Estate Planning
- Insurance
- Investment Management
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
About Dalton Boatright, CFA
Hi, I'm Dalton Boatright. I'm the Founder and Chief Investment Officer of Sovereign Wealth Office, a fully independent, fee-only wealth office.Built on the core tenets of a research-driven investment approach, establishing true partnership with clients, and empowering long-term generational stewardship, I founded the firm with a clear mission: provide institutional-quality portfolio strategy, offer families objective advice, and partner with families to develop a durable framework for preserving and growing wealth, and family values across generations.
Prior to founding Sovereign Wealth Office, I served as a Portfolio Manager and Investment Committee Member at a regional multi-family office, where I was responsible for portfolio construction and implementation, and provided comprehensive financial planning for high-net-worth families, trusts, and partnerships.
I am a Chartered Financial Analyst® (CFA®) charterholder, reflecting my commitment to rigorous, research-driven investment management and the highest ethical standards in the profession.
I earned a B.B.A. in Finance from the University of Georgia's Terry College of Business, with concentrations in investment management and organizational leadership.
Originally from Brunswick, Georgia, I now reside in St. Augustine with my wife and our two young children. Outside of work, I enjoy an active coastal lifestyle and reading.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Primary Location
St. Augustine, FL
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free complimentary discovery call. We'll use this time to learn more about your goals, explain our services and process, and answer any questions you have about working with Sovereign. I look forward to speaking with you.Offers Investment Management
Yes
About Sovereign Wealth Office
At Sovereign Wealth Office, we’ve reimagined wealth management to be more aligned, more proactive, and more personal, keeping what serves you and removing what doesn’t.Our Mission
Sovereign Wealth Office was designed to reconnect our relationship with personal wealth to the time, talents, and values that allowed for its accumulation. With your family’s history and values as the foundation, our mission is to knit generational assets into a living story that not only provides financial security but also cultivates gratitude, respect, and stewardship across generations.
Who We Serve
We work with mid and late-career professionals, entrepreneurs and business owners, retirees and multi-generational families, helping secure a fulfilling retirement through retirement planning, Social Security analysis, estate plan reviews, insurance planning, and next-generation engagement and education.
We also partner with corporations, donor-advised funds, and 501(c)(3) organizations, helping develop investment policy statements that align strategy with purpose and maintain compliance.
The Sovereign Approach
We have no proprietary funds or products, nor any allegiance to outside managers - our only allegiance is to you. Our financial planning and investment strategies are backed by a blend of cutting-edge academic research and time-tested market history, and because we aim to work with roughly 20-25 households per advisor, we're able to offer a standard of service and integration beyond the industry norm.
Sovereign Wealth Office LLC is a registered investment adviser offering advisory services in Florida, Georgia, and other jurisdictions where exempted.
Education
University of Georgia - Terry College of Business, Bachelor of Business Administration (B.B.A.), Finance
Hobbies and Interests
- Beach
- Family
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Families
- Intergenerational Families
- Living in Retirement
- Pre-Retirees
- Private Foundations & Organizations
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FAQs
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