THE D'ALLAIRD GROUP: D'Allaird, Pedraza, Devlin, Marotta
At The D’Allaird Group, we deliver our knowledge and care in ways many clients had never expected. Given our ability to create highly personal and rewarding relationships with clients, we have established ourselves as an advisory team that caters to the complex financial affairs and busy lives of high-net-worth and ultra-high-net-worth families.
On a given day, our clients face a myriad of decisions about managing concentrated equity positions, running or selling their enterprises, planning for retirement, transferring wealth, minimizing tax consequences, providing for employees with defined and non-qualified plans, or supporting a worthy cause. Clients deserve our care and consideration. We encourage clients to make us their “first call” for any financially related issue.
Who do we serve? A growing circle of successful men and women residing in more than 25 states. They include owners of private businesses and entrepreneurs (and their retirement plans), corporate executives in the pharmaceutical, financial and technology sectors, engineers, physicians, attorneys and generations of their families
What do we believe? That the value of a financial advisory team is best measured by the real-world goals that clients achieve and the wealth management experience they enjoy along the way. For this reason, we remain cognizant of the attention we provide, as well as the acumen. Results and relationships matter to us – and to the clients we serve.
In addition to our team’s insights, we allow clients to benefit from others we’ve assisted in similar positions. We feel fortunate to have long memories and relationships. Speaking for our entire team, we are as proud of the referrals we receive as the results we deliver.
At The D'Allaird Group, we work hand-in-hand with a high-net-worth and ultra-high-net-worth clientele whose efforts and accomplishments have brought them success and opportunity. With an intimate understanding of how clients view their wealth and the world, we are well positioned to help these accomplished individuals, accomplish more.
These self-made, financially astute individuals are diverse in their talents and find themselves at different stages of the wealth continuum. Ideally, we can work closely with clients from a time of building wealth and their families, to planning for college, to purchasing second homes, to exiting a corporate or private business, to retiring comfortably and developing a legacy strategy.
Referred to us by their colleagues, friends and families, our clientele now spans more than 25 states. Many are business owners who are running their enterprise or planning an exit strategy, as well as corporate executives in the financial, pharmaceutical, technology fields, engineers, physicians, and three and four generations of their extended families.
With our team members' ages aligning nicely with those of clients, we've cultivated enduring relationships in which mutual interests and experiences make conversations comfortable, rather than a formality. Our ages also help ensure the continuity of thought and awareness that the "next generation" of clients' families can find beneficial.
As we unveil who we are, clients feel comfortable doing the same. Often, they tell us what they've never shared with anyone – a troubling business matter, a health concern, or a new issue relating to a possible beneficiary. Extending a helping hand to both spouses and entire families is second nature to us. By listening and learning, we can deliver solutions that allow clients to focus instead on the people and passions in their lives.
Given our focus on intergenerational planning, we often spend significant effort coordinating with clients' CPAs and attorneys on tax-minimization and estate planning strategies. In addition, we call upon our firm's trust specialists when helpful.
It is our good fortune to have built strong ties with generations of client families – many we consider to be good friends. We admire our clients – for their perseverance and their commitment to others
CFP®, CPFA®, SE-AWMA™
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.
