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 cultivates gratitude, respect, and stewardship across generations.
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~20-25 Households
The average advisor manages 100-200 households. We manage 20-25. That difference is the reason we can integrate across every dimension of your financial life.
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Fee-Only Fiduciary
No proprietary products. No commissions. Our only compensation comes from our advisory fee, meaning our interests are permanently aligned with yours.
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Open Architecture
We are not limited by a single platform, product shelf, or partnership. Your portfolio is built from the best available opportunities across the entire market.
Dalton Boatright, CFA
Dalton is 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, Dalton 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, Dalton served as a Portfolio Manager and Investment Committee Member at a regional multi-family office, where he was responsible for portfolio construction and implementation, and provided comprehensive financial planning for high-net-worth families, trusts, and partnerships.
Dalton is a Chartered Financial Analyst® (CFA®) charterholder, reflecting his commitment to rigorous, research-driven investment management and the highest ethical standards in the profession.
He 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, Dalton now resides in St. Augustine with his wife and their two young children. Outside of work, he enjoys an active coastal lifestyle and reading.
Working with a CFA® Professional
Working with a professional who holds the Chartered Financial Analyst® (CFA®) designation can offer meaningful benefits, including specialized investment knowledge, strong ethical standards, and disciplined portfolio analysis. CFA charterholders are finance professionals who have completed a rigorous program of study and examinations covering investment management, financial analysis, ethics, and portfolio strategy.
Expertise and Knowledge
Professionals who hold the CFA® designation develop a deep understanding of financial markets, investment strategies, and portfolio management. Their training includes topics such as economics, accounting, quantitative methods, and ethics, providing a strong analytical foundation for evaluating investments.
Commitment to Ethical Standards
CFA charterholders adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct. These standards emphasize integrity, transparency, and prioritizing client interests when providing investment advice.
Investment Analysis
CFA charterholders are trained to analyze investment opportunities across asset classes and evaluate potential risks. This analytical framework helps support thoughtful portfolio construction aligned with a client’s objectives and risk tolerance.
Personalized Wealth Planning
CFA charterholders often collaborate with clients and other financial professionals to develop financial strategies tailored to individual goals, which may include retirement planning, education funding, tax considerations, and estate planning.
Diversified Investment Perspective
The CFA Program curriculum covers equities, fixed income, derivatives, and alternative investments, providing charterholders with a broad perspective on global capital markets and portfolio diversification.
Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.