Dalton Richards
Financial Consultant - Sioux Falls, South Dakota
Dalton was taught from a young age that people are only as good as their word. His honesty and integrity show through, earning him the trust and business of clients. Dalton values the opportunity to serve people through VisionPoint by helping them Plan, Protect, and Invest for the future. He takes pride in facilitating clients’ success, addressing their individual needs, determining appropriate risk tolerances, and working towards their long-term goals.
Born and raised in Bozeman, Montana, Dalton graduated from Montana State University in 2014. He began his career in the financial industry in 2015, specializing in disability and life insurance. In 2016, Dalton became securities licensed (series 7,66) and hangs his license with LPL Financial and VisionPoint Advisory Group, respectively. During his free time, Dalton continues to serve the community through his church and maintains an active lifestyle exploring the mountains, archery hunting, and fly-fishing.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
WealthBridge FORMula
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
Aligned Values
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Collaborative Impact
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
Sioux Falls, South Dakota
6045 S. Louise Ave Suite 201
Sioux Falls, SD 57108
Email: [email protected]
Phone: 406-414-6881
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