Dagher Wealth Management

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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 educate 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 Success starts with the right conversations.Join Micheline Dagher and Joseph Baaklini for Episode 1 as they s...
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!

Make the informed decision. Contact Dagher Wealth.๐Ÿ“ž 781-255-9996 ๐ŸŒ dagherwealth.comAsk questions. Get answers. Make your...
09/17/2026

Make the informed decision. Contact Dagher Wealth.

๐Ÿ“ž 781-255-9996
๐ŸŒ dagherwealth.com
Ask questions. Get answers. Make your move.

Behind the scenes with Dagher Wealth. ๐ŸŽฅA look at what happens before the cameras start rolling.
09/16/2026

Behind the scenes with Dagher Wealth. ๐ŸŽฅ
A look at what happens before the cameras start rolling.

Proud to be recognized as the #1 Financial Planner in Walpole and a 2026 Hometown Best Regional Winner.This recognition...
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 weโ€™re proud to serve. Thank you to our clients, neighbors, and everyone who continues to place their trust in Dagher Wealth Management.

Weโ€™re grateful for your support and look forward to continuing to help our community plan for what matters most.

This Sunday, September 13, Micheline joins The Wealth Council to share her perspective on financial planning.Tune in at ...
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. ๐ŸŽฅ

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!

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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