Cincinnati, Ohio (January 9, 2025) — Dean Dorton, a national leader in business advisory
services, proudly announces the expansion of its wealth management division as Dean Dorton
Private Wealth, a premier offering designed to meet the needs of individuals seeking specific
and sophisticated financial services. Under the leadership of Diego Vallota, a seasoned expert
with over 25 years of wealth management experience, this initiative reinforces the firm’s
commitment to delivering seamless, integrated financial solutions.
Through Dean Dorton Private Wealth, Dean Dorton brings together a powerful portfolio of
services, uniquely integrating wealth management, individual tax planning, and family office
expertise under one roof. Unlike traditional models where clients must navigate multiple
providers, this unified approach offers clear, actionable guidance for the present while helping to
ensure intelligent strategies for long-term stability. By consolidating highly specialized services
into a single, trusted source, Dean Dorton helps eliminate complexity, enabling clients to focus
on achieving their personal and financial goals with confidence.
Dean Dorton’s mission is to deliver unparalleled value by simplifying complex financial decisions
for our clients,” said David Bundy, President & CEO of Dean Dorton. “By integrating wealth
management with tax planning and family office services, we provide high-net-worth individuals
with a comprehensive and strategic resource for protecting and growing their wealth.”
Diego Vallota, Managing Director of Dean Dorton Private Wealth, has a long track record of
success in wealth management planning and strategy. “This is more than just financial
expertise—it’s about fostering trust and collaboration to deliver highly personalized solutions,”
Vallota shared. “Dean Dorton Private Wealth is well positioned to provide tailored guidance that
helps empower clients to achieve their financial aspirations while safeguarding their legacies.”
Through this expansion, Dean Dorton is setting a new standard in wealth management by
leveraging its team of industry-leading experts. Clients benefit from a collaborative, team-based
approach that combines technical precision with personalized care, promoting optimized
financial outcomes and peace of mind.
For more information about Dean Dorton Private Wealth and its full range of services, visit
https://deandortonwealth.com/
About Dean Dorton Private Wealth:
Through its affiliation with Dean Dorton, Dean Dorton Private Wealth combines wealth
management expertise with personalized tax planning and family office services to support
clients nationwide. With a focus on relationships, we help empower individuals and families to
secure their financial future and achieve their aspirations.
About Dean Dorton
Dean Dorton Allen Ford, PLLC provides an integrated suite of audit, tax, business management,
consulting and technology solutions to companies throughout the region, nationally, and
internationally. The firm helps clients strategize, adapt, and change in every stage of business,
from startup to growth and proper succession planning. Dean Dorton emphasizes smart
technology, leading a cloud revolution of financial, operational, and compliance tools that are
transforming the way companies do business