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

Dagher Wealth Management

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United States
Walpole, MA
Dagher Wealth Management

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𝐑𝐞𝐚𝐥𝐢𝐳𝐞 𝐘𝐨𝐮𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐒𝐮𝐜𝐜𝐞𝐬𝐬
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 attention—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 educate our clients about financial concepts and products and take the mystery out of:

✔️ INCOME PLANNING

✔️ TAX OPTIMIZATION

✔️ WEALTH MANAGEMENT

✔️ ASSET PRESERVATION

✔️ INSURANCE SERVICES

✔️ ESTATE CONSERVATION

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

10/21/2026

We’re incredibly proud to receive this recognition from BusinessRate.

More than an award, this reflects the trust our clients place in us every day and our continued commitment to helping them achieve financial confidence and retirement success.

To our clients and community, thank you for your continued trust and support. This recognition is as much yours as it is ours! 💙

10/06/2026

Retirement Success starts with the right conversations.

Join Micheline Dagher and Joseph Baaklini for Episode 1 as they share insights to help you make informed decisions and approach your financial future with confidence.

Watch the full episode, link in bio!

09/17/2026

Make the informed decision. Contact Dagher Wealth.

📞 781-255-9996
🌐 dagherwealth.com
Ask questions. Get answers. Make your move.

09/16/2026

Behind the scenes with Dagher Wealth. 🎥
A look at what happens before the cameras start rolling.

09/15/2026

Proud to be recognized as the #1 Financial Planner in Walpole and a 2026 Hometown Best Regional Winner.

This recognition means even more because it comes from the community we’re proud to serve. Thank you to our clients, neighbors, and everyone who continues to place their trust in Dagher Wealth Management.

We’re grateful for your support and look forward to continuing to help our community plan for what matters most.

09/10/2026

This Sunday, September 13, Micheline joins The Wealth Council to share her perspective on financial planning.

Tune in at 2:00 PM on Fox Business!

09/09/2026

Conversations that matter, with perspectives that help you think differently about your financial future.

Behind the scenes at The Wealth Council, where retirement, wealth, and planning take center stage. 🎥

08/25/2026

Retirement isn’t built around one number, it’s built around how all the pieces work together.

Social Security, retirement savings, investment income and timing can each play a role. The real question is whether they’re working together as part of one clear strategy.

Ready to see how your retirement plan fits together? Contact Dagher Wealth Management at 781-365-8383 or [email protected].

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser. This content is for informational purposes only and does not constitute investment, legal or tax advice.

08/20/2026

Don’t spend your golden years looking over your shoulder.

A well-structured retirement income plan allows you to live the lifestyle you’ve dreamt of, without concern that you might be burning through your savings too quickly.

Address

Walpole, MA

Opening Hours

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

Telephone

+17813658383

Website

http://www.dagherwealth.com/, https://linktr.ee/dagherwealth

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