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.

Retirement isnโ€™t built around one number, itโ€™s built around how all the pieces work together.Social Security, retirement...
08/25/2026

Retirement isnโ€™t built around one number, itโ€™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 theyโ€™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

Donโ€™t spend your golden years looking over your shoulder.

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

Tune in this Sunday! ๐Ÿ“บMicheline Dagher is joining The Wealth Council on FOX Business!She shares her perspective on retir...
08/18/2026

Tune in this Sunday! ๐Ÿ“บ

Micheline Dagher is joining The Wealth Council on FOX Business!

She shares her perspective on retirement planning and the financial decisions that can help shape your future.

๐Ÿ“… Sunday, August 23
โฐ 2:00 PM ET
๐Ÿ“บ FOX Business

Mark your calendar and donโ€™t miss it!

08/18/2026
08/18/2026

Stop and smell the roses!

While retirement is the ultimate goal, our co-founders, Micheline and Joseph, aim to help every client of Dagher Wealth Management enjoy the journey.

08/18/2026

When you hold more cash than needed. Excess cash may limit your portfolio's long-term growth potential.

Cash reserves arenโ€™t subject to market risk. However, they donโ€™t participate in market gains, either. Make sure the cash you keep on the sidelines isnโ€™t preventing you from making a big play in the market.

08/18/2026

Discover what cash reserves are, why they are vital for individuals and companies, and how they can ensure financial stability in emergencies or during unexpected expenses.

08/18/2026

After 20 years in corporate America and becoming the global director of a Fortune 500 company, Joseph Baaklini traded in operating margins for independence.

Watch Retirement Success to get his read on todayโ€™s economic setup.

Address

Walpole, MA

Opening Hours

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

Telephone

+17813658383

Website

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