818.903.7993 | info@daltonfiduciaryservices.com
We specialize in managing trusts designed to provide for individuals with special needs. This involves ensuring that the financial needs of the individual are met while preserving eligibility for government benefits.
Dalton Fiduciary Services
30842 Livorno Ct, Westlake Village, CA 91362 / 1835 Newport Blvd A109-282 Costa Mesa, CA 92627
818.903.7993
Email: Info@daltonfiduciaryservices.com
Copyright © 2025 DALTONFIDUCIARYSERVICES - All Rights Reserved.
This website presents general information about our fiduciary services. We are not attorneys and cannot provide legal advice. We work closely with attorneys, CPAs and other financial experts and are willing to refer our clients to a trusted professional if needed or requested.
California Licensed Professional Fiduciaries are licensed and regulated by the State of California under the Department of Consumer Affairs.
Dalton Fiduciary Services is proud to serve clients in Ventura, Los Angeles and Orange County.