The Lusteg Dwyer Wealth Management Group
The Lusteg Dwyer Wealth Management Group serves an accomplished clientele that can benefit from the value of an experienced wealth management team working strategically on their behalf. Before investments are considered, David and Kelly help clients explore and identify goals that hold meaning for themselves and their families. Special efforts are also made to engage spouses and partners on matters that affect retirement, estate and philanthropic planning strategies.
“Superior wealth management demands that we fully understand each client. We serve people who want to have the right strategy in place and follow it. Rather than being involved in daily investment decisions, they want to know what they own and why,” David points out.
Having known many clients for decades, The Lusteg Dwyer Group now serves families in Massachusetts, New England, and nationwide – physicians, dentists, executives, business owners and retirees. The team’s holistic, forward-looking approach is designed to help clients prepare for desired retirement lifestyles, as well as unlikely circumstances.
“We’re very interested in behavioral finance, assessing clients’ investment personalities, and reminding them how emotional reactions can delay their goals. We also call clients during volatile markets to allay their concerns and encourage them to call when buying a second home, or sending a child to a state or private college,” David explains.
To help preserve clients’ assets and grow them to reflect a client’s comfort with risk, The Lusteg Dwyer Group uses the Merrill Lynch Wealth Management due diligence team to help select professionally managed portfolios of stocks, bonds and other asset classes. David and Kelly also coordinates with clients’ CPAs and attorneys to align tax minimization and estate planning strategies.
“I believe clients value our discipline and devotion,” David says. “By crafting thoughtful strategies for retirement, education funding, wealth transfer and more, we can better position clients for positive outcomes that bring them personal and financial rewards.”
\*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
The Lusteg Dwyer Wealth Management Group serves an accomplished clientele that can benefit from the value of an experienced wealth management team working strategically on their behalf. Before investments are considered, David and Kelly help clients explore and identify goals that hold meaning for themselves and their families. Special efforts are also made to engage spouses and partners on matters that affect retirement, estate and philanthropic planning strategies. The group also focuses on helping clients express their personal values through E.S.G. investing without sacrificing performance.
"Superior wealth management demands that we fully understand each client. We serve people who want to have the right strategy in place and follow it. Rather than being involved in daily investment decisions, they want to know what they own and why," David points out.
Having known many clients for decades, The Lusteg Dwyer Group now serves families in Massachusetts, New England, and nationwide – physicians, dentists, executives, business owners and retirees. The team's holistic, forward-looking approach is designed to help clients prepare for desired retirement lifestyles, as well as unlikely circumstances.
"We're very interested in behavioral finance, assessing clients' investment personalities, and reminding them how emotional reactions can delay their goals. We also call clients during volatile markets to allay their concerns and encourage them to call when buying a second home, or sending a child to a state or private college," David explains.
To help preserve clients' assets and grow them to reflect a client's comfort with risk, The Lusteg Dwyer Group uses the Merrill Lynch Wealth Management due diligence team to help select professionally managed portfolios of stocks, bonds and other asset classes. David and Kelly also coordinates with clients' CPAs and attorneys to align tax minimization and estate planning strategies.
"I believe clients value our discipline and devotion," David says. "By crafting thoughtful strategies for retirement, education funding, wealth transfer and more, we can better position clients for positive outcomes that bring them personal and financial rewards."
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
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