The Dagenais Group wants to provide you with financial insights and service far surpassing what you may have experienced previously. Our customized approach looks at how we can help you organize key components of your financial life: income, investments, assets, expenses, taxes, debt and property. Because we work with families holding many different types of assets, chances are we've seen the issues you're facing and can offer strategies designed to help you pursue your goals.

Finding Value
Our team can study your present sources of income to look for ways your money could be more productively allocated and invested. We can also evaluate your assets to help you unlock new potential income streams. Also, working with specialists from Merrill, our team can work to give you a more precise valuation of all your holdings, from business equity and partnerships to private equity and real estate.

Preserving Wealth
Families with significant wealth are understandably interested in maintaining their assets and passing them smartly to the next generation. The Dagenais Group can offer strategies that seek to preserve your core wealth structure while pursuing additional growth and income. We can also offer recommendations on tax minimization strategies to transfer wealth, both in the lifetime of the client and after.

Managing it All
Every month, busy families are inundated with bills, statements, and invoices in the mail and online. Our team can offer you services to help you simplify and track your financial life. You'll be able to manage your cash flow and credit, quickly and easily pay your bills and track your expenditures. We can also arrange for you to meet with a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs.

*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.