Today, more than ever, clients’ wealth demands constant attention and meticulous planning. At Leonard Dahlin Wealth Management, we have over 100 years of collective experience providing advice and guidance to a diverse group of clients. Many of these retirees, corporate executives, business owners, physicians and other professionals may not have the time, desire or expertise to properly plan and manage the complexities of their financial lives.
Our shared wisdom has been developed over years of working together in all types of economic environments. Having weathered the bulls and bears of various different market cycles, we apply a disciplined approach to help clients focus on long-term results, not short-term market swings, and emphasize a deliberate and conservative style to wealth management.
We strive to guide clients in developing portfolios to help pursue their goals, without exposing them to an uncomfortable level of risk. We believe this allows them to spend more time enjoying their wealth and less time worrying about short-term market conditions.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
