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Dan Wagner

Merrill Lynch Wealth Management
Wealth Management

Contact Information:

Wellesley Hills, MA 02481
United States

Years in Business:

 

20

Clients I'm Seeking:

 

Individual/families with a min. of $1mm of investable assets and small/medium-sized businesses and professional services firms.

About My Business:

 

I has been working in the financial services industry since 1987. My focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short and long-term financial goals. A particular focus of my practice is working with family/closely-held businesses and professional services groups (doctors, dentists, lawyers, etc) to explore opportunitities to significantly reduce their tax liability and protect their assets (not life insurance). Throughout his career, my client relationships have included individuals, as well as major corporations and financial institutions, where he has provided advice and guidance on wealth management, portfolio development, retirement benefits and estate planning services. My client strategy is simple: understand the situation, establish clear objectives, develop an appropriate strategy, recommend solutions, and periodically review and evaluate. I meet regularly with clients to monitor the consistency of their wealth management strategies with their personal and professional circumstances. Clients say they appreciate the communication, advice, and guidance they receive from a financial professional with more than 20 years of experience and knowledge.

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