A complete list of active advisors currently associated with Chase Wealth Management

Warmer can help you find a great advisor at Chase Wealth Management or one who fits your needs even better.

The firm, formed in early 2026, provides wealth management and financial planning to individuals, high-net-worth individuals, and charitable organizations, offering discretionary investment management, written financial plans, and referrals to outside managers. Services cover investment supervision across equities, fixed income, mutual funds, ETFs and cash equivalents, along with one-time fixed-fee planning engagements that address retirement, tax, estate, and business planning topics. Its investment approach emphasizes asset allocation guided by Modern Portfolio Theory and a blend of passive and active strategies, using fundamental, technical, and cyclical analysis to inform selections. The firm may implement model portfolios via a third‑party Model Marketplace and engage Outside Managers, exercising limited discretionary trading authority and occasional block trading for managed accounts. Noteworthy features include that the firm’s principal holds an insurance license but the brochure discloses no affiliation with insurance companies and states the principal will not sell insurance products to clients—an arrangement that is uncommon for firms in this category. The adviser is newly registered with no assets under management at filing, discloses a separate real-estate investment activity occupying roughly 10% of the principal’s time, and relies on a single digital custody/platform relationship and third‑party payment processor for onboarding and fee collection.

To learn more about the advisors currently working at Chase Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Chase Dalton	Kansas City, MO	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support