We understand that choosing a financial professional is a very important decision since it deals with your financial well-being.

Because of this, we want to make sure that you understand and feel comfortable with your options prior to making a final decision of allowing us to assist you with your personal finances.

First, we like to understand and then evaluate your current financial/investment situation and objectives to identify areas where we can add value in helping you meet your objectives.

Second, in order for you to gain a comfort level with us, and to make sure we've properly understood your personal finances and objectives, we like to share with you our financial recommendations. These meetings are on a no-obligation basis and all information is treated confidentially. After you've seen what we think about your situation and how we can help you meet your goals, you are in a much better position to make an informed decision as to whether we are the best firm for you.

We are very excited that you are considering investing in your future.  It is never too late to plan ahead and we would like to take this opportunity to encourage you to do just that.  Our main goal is to help you plan and meet all of your future personal financial goals.  We appreciate your interest and look forward to hearing from you soon.  Our initial consultation is complimentary with no obligation.

Mike and Athena

Mike Dalton and Athena Stone are registered investment advisors in Stockton, California. As fee-only investment advisors, they have a fiduciary duty to act in the best interests of their client in every situation.

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What to bring to your first appointment

Schedule an Appointment

Schedule your free complimentary consultation with Attentive Investment Managers by filling in the information below, or call us at (209) 636-4931.

Consultation and services are provided in the form of concise and definitive financial analysis and presentation for each client.  Individualized services are extended to clients as their financial goals are developed towards a desired financial future.  Comprehensive advice and recommendations are provided to each client, enabling them to make sound financial decisions.

Recommendations on how to maintain a working knowledge and complete understanding of an individual portfolio are extended to every client.

Client care includes: continuous and consistent communication.  Periodic updates are prepared and provided to clients to help them access their present financial position, and to provide recommendations in order to obtain the goals within the clients acceptable risk-tolerance.

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at mike@attentiveinv.com or athena@attentiveinv.com