Dagher Wealth Management

My name is Micheline Dagher, and as an investment adviser held to the fiduciary standard, I specialize in the risks of retiring today to help people like you realize their retirement success. Since 2011, I have dedicated my career to understanding the rules, regulations, and tax laws that can go on to affect your portfolio’s durability. I embrace this challenge by putting together holistic plans that give you three things: 1) a reliable income that can compensate for the effects of inflation, 2) a customized Social Security strategy, and 3) an extra layer of protection against the rising cost of healthcare. I believe that everyone deserves a plan designed for them and at my firm, this plan includes everything—income, debt, investment accounts, even your bucket list.

Before becoming president of Dagher Financial, I earned my bachelor’s degree in business management with a major in finance from BIU and took advanced courses in finance from Northeastern University in Boston. A member of the National Ethics Association and the National Association of Women Business Owners (NAWBO), I am also a National Social Security Advisor certificate holder, a Chartered Retirement Planning Counselor(CRPC®), an Accredited Asset Management Specialist (AAMS®) and an Accredited Wealth Management Advisor(AWMA®).

I tell you this because approaching a retirement plan is not the same thing as approaching an investment plan. During your working years, you can choose a solid position such as mutual funds or stock options and ride out the market because you’re going to make money no matter what. As you near retirement, however, you need a specialist.