Chase Dalton

Where I started

I earned my undergraduate degree in Finance from Pittsburg State University and a Master of Science in Finance from the University of Missouri–Kansas City thereafter.

As a fourth-generation business owner, I have always had a passion for helping individuals and families navigate their financial lives with purpose and clarity. Prior to founding Chase Wealth Management, I worked at a large local firm where I had the opportunity to help hundreds of families with retirement, business, and financial planning. I launched Chase Wealth Management with the vision of providing more in-depth services to the families I serve.

How we work

At Chase Wealth Management, we are dedicated to helping clients steward their resources wisely. We believe financial planning is about far more than investments alone.

Our approach integrates investment management, tax planning, estate planning, insurance analysis, and business exit strategies into one disciplined and intentional plan designed to help clients live with confidence and purpose. Your attorney drafts the documents and your CPA files the returns; the planning that surrounds them, and the work of keeping every piece aligned, is ours.

Our goal is to provide wise counsel through every season of life while helping clients better understand how each area of their financial life is interconnected. For me, success is defined by seeing clients become more educated, more confident, and more intentional with the resources they have been entrusted with.

Discipline

Outside of the office, discipline and perseverance have always played a major role in my life. I competed for four years on the track and field team at Pittsburg State University, an experience that shaped my mindset toward consistency, discipline, and long-term growth. I strongly believe that disciplined habits ultimately lead to meaningful results in every area of life.

What shaped me

My passion for finance was deeply influenced by my upbringing. I grew up in a family where my mother stayed home with us while my father ran the family business in real estate. Like many families, the Great Recession brought very challenging times.

Although my parents worked tirelessly and remained steadfast in their faith, I saw firsthand how valuable proactive financial planning can be during uncertain times. That experience shaped my desire to help families prepare for the unknown so that, regardless of what life brings, they know there is a path forward.

Faith & stewardship

Faith is central to who I am and to the work I do. I am a devoted follower of Christ and strive to live in a way that brings glory and honor to Him. I believe one of the greatest opportunities we have is to steward our resources in a way that positively impacts both the Kingdom and the lives of those around us.