Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Headquartered in Princeton, New Jersey, we are a wealth management team firmly focused on the long-term well-being of our clients. We’re empathetic, thorough, and forward thinking. We ask good questions and help you uncover thoughtful answers, sensitive to your unique circumstances, family dynamics, and priorities.
The clients we work with include active and retired business executives, engineers, physicians and other accomplished people who appreciate the value of tailored advice. Their families have distinctive needs and structures, representing the diversity and vibrancy of today’s family relationships. We serve clients in many states throughout the country—including retirees who have relocated, as well as the children and grandchildren of clients.
In our experience, no two clients view their wealth in the same way. We delve deep to understand what wealth means to the families we serve, and then leverage our insights to help them pursue what’s most important to them, both now and for years to come.
Our work is highly personalized and discreet. We’ve helped families navigate significant decision points, not only in their financial lives, but at other critical junctures in their lives: illness, death, divorce, remarriage, retirement, and other crossroads. A team of wealth management veterans, we’re supportive and insightful, helping clients anticipate what’s ahead so that they can pursue sound decisions based on informed advice.
Our discovery process is designed to get to the heart of financial issues and concerns. We ask detailed questions that help us establish a 360-degree view of your financial life. Once we understand your vision, goals, and values, we can recommend wealth management strategies that are singularly focused on you: your needs today, as well as your long-term aspirations.
We take a team approach to implementing wealth management strategies. At your direction, we can meet with CPAs, lawyers and other members of your professional team.
Unexpected changes occur in even the best-organized lives. We have considerable experience recommending wealth management strategies to help negotiate life’s turning points, both the ones you can prepare for and those that come as a surprise. Our decades of experience have provided us with a strong understanding of best practices; we’ll help you discern what has worked for similarly situated clients, so that you can pursue a more efficient and thoughtful path toward your goals.
One of the ways we believe we bring value is by making clients aware of wealth management needs and opportunities they haven't considered. We anticipate, evaluate, discuss, and then execute. Through the years, we’ve helped clients and their families create customized strategies for a range of needs:
Your investment portfolio is a means to pursue your financial goals, not an end. We view your investment strategy in a context—your context. Our approach is highly personalized, reflecting your lifestyle needs, cash flow requirements, time frame, risk tolerance and liquidity considerations.
Our team’s founder, Peg Dahme, has more than 35 years of capital markets experience. She has witnessed numerous market cycles and economic conditions, providing her with a seasoned approach to today’s investment opportunities and challenges. Speak with her for a few minutes, and you’ll notice her ability to connect—not only with the markets, but with your personal circumstances relative to the asset classes, vehicles, and instruments at your disposal.
Throughout our relationship, you’ll have access to Merrill technology, tools, and research that can help you see your financial picture with clarity and confidence. We’ll also meet regularly to review progress toward your goals, stay apprised of changes in your life, and help you pursue what’s most important for you and the people and causes you care about.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Bank of America, N.A.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.