Dagher Wealth Management

Dagher Wealth Management ๐‘๐ž๐š๐ฅ๐ข๐ณ๐ž ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐’๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ
Investment advisory services offered through Foundations Investment Advisors LLC, an SEC registered investment adviser

At Dagher Wealth Management, we specialize in helping individuals develop holistic retirement strategies. No one strategy fits everyone, which is why every client gets our undivided attentionโ€”from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most tax-efficient methods available. We educa

te our clients about financial concepts and products and take the mystery out of:

โœ”๏ธ INCOME PLANNING

โœ”๏ธ TAX OPTIMIZATION

โœ”๏ธ WEALTH MANAGEMENT

โœ”๏ธ ASSET PRESERVATION

โœ”๏ธ INSURANCE SERVICES

โœ”๏ธ ESTATE CONSERVATION

We understand the many challenges of retirement today and know the biggest concern for many is outliving their assets.

Look beyond the surface with Micheline.On Retirement Success, we dive deep into the latest economic headlines, providing...
07/18/2026

Look beyond the surface with Micheline.

On Retirement Success, we dive deep into the latest economic headlines, providing analysis, free of bias and industry jargon.

Preparing for retirement is easier with the help of a council.Catch the founders of Dagher Wealth Management on The Weal...
07/14/2026

Preparing for retirement is easier with the help of a council.

Catch the founders of Dagher Wealth Management on The Wealth Council, airing Sundays on Fox Business.

Happy Birthday, Amy! ๐ŸŽ‰Today, weโ€™re celebrating someone who brings dedication, positivity, and heart to everything she do...
07/13/2026

Happy Birthday, Amy! ๐ŸŽ‰

Today, weโ€™re celebrating someone who brings dedication, positivity, and heart to everything she does.

Amy, thank you for being such an important part of the Dagher Wealth family. Your hard work never goes unnoticed, and weโ€™re grateful to have you on the team.

Wishing you a year filled with happiness, success, good health, and plenty of reasons to smile. ๐Ÿฅ‚

Feeling in the dark about your finances?Tune into Retirement Success, where Micheline and Joseph shed light on how you c...
07/13/2026

Feeling in the dark about your finances?

Tune into Retirement Success, where Micheline and Joseph shed light on how you can achieve financial confidence.

07/07/2026
Have a safe and happy Fourth of July!At Dagher Wealth Management, youโ€™re the star. Enjoy the holiday weekend, then reach...
07/04/2026

Have a safe and happy Fourth of July!

At Dagher Wealth Management, youโ€™re the star. Enjoy the holiday weekend, then reach out to discuss how we can help you achieve financial freedom.

Fatherhood is built in the everyday moments.The example thatโ€™s set and the values that are passed down from one generati...
06/21/2026

Fatherhood is built in the everyday moments.

The example thatโ€™s set and the values that are passed down from one generation to the next.

Today, weโ€™re proud to recognize Joe and the time he shares with his sons, along with all the fathers who make a meaningful impact in the lives of those around them.

Wishing Joe and all dads a Happy Fatherโ€™s Day from our entire team!

Juneteenth: a celebration of freedom, resilience, and progress.It's a time to recognize the journey toward equality and ...
06/19/2026

Juneteenth: a celebration of freedom, resilience, and progress.

It's a time to recognize the journey toward equality and continue opportunities for growth and empowerment in our communities.

Letโ€™s uplift one another today and every day!

06/17/2026

During working years, many people focus mainly on growth. Watching your accounts increase can create a sense of progress and confidence. But retirement introduces a new challenge: turning savings into sustainable income while navigating uncertainty.

Healthcare costs may rise. Markets may fluctuate. Inflation may change spending needs over time.

Planning for retirement isnโ€™t about predicting the future perfectly. Itโ€™s about preparing for possibilities before they happen.

๐Ÿ“บ Tune in to "Your Successful Retirement TV" every Sunday at 11 am on FOX 25, noon on WHDH Boston 7 News, and Saturdays at noon on WSBK-TV Channel 38.

06/15/2026

Ever feel guilty spending moneyโ€ฆ even when you know you planned for it? ๐Ÿ’ธ

Thatโ€™s a common experience in retirement.

After years of saving and being disciplined, spending can feel unfamiliar, even when the numbers say everything is on track. Small things, like everyday expenses or filling up the gas tank, can suddenly feel bigger than they used to.

This is where retirement planning goes beyond the math. Itโ€™s about building confidence not just in the plan, but in the ability to enjoy what that plan supports.

Catch "Retirement Success Radio" every Saturday at 8 am on WXKS-AM Talk 1200.

Address

Walpole, MA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+17813658383

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