The Dineen & Halabi Group
We’re dedicated to help managing and preserving wealth, in order to meet all of a client’s goals, and to formulate strategies that will pass this wealth on to the next generation as efficiently as possible. To that end, we will explore multiple asset allocation strategies to arrive at the approach that’s most comfortable for you, while being consistent with your long-term goals. We will regularly track and make adjustments over time to fit any changes in your personal circumstances.
Our professional knowledge encompasses:
- Wealth Planning
- Retirement Planning
- Investment Planning
- Family-Held Business Transition
- Restricted Stock Ownership
- Risk Management
High-net-worth families, individuals, and business owners who are open to new ideas and want a global perspective to their investments, wealth planning, and risk management. As a client, you can expect proactive investment management & wealth planning, supported by a superior level of service at all times.
We'll begin by getting to know you as we explore the following seven priorities together:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals We work closely with other trusted professionals in your life, in order to help clients pursue their goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
