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The Dahme Group

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The Dahme Group

Wealth Management Group

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Merrill Lynch
Wealth Management

The Dahme Group has more than 50 years of collective experience helping wealthy individuals and families preserve, grow and transfer their wealth. We've built our business by guiding clients through some of life's most challenging financial transitions, both anticipated and unexpected.
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Focused on You and Your Needs

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.

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A Team to Rely On

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.

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Managing Wealth in Times of Change

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:
 

  • Integrating the financial needs of blended families that result from divorce and remarriage. Here, the goal may be to provide for a spouse after the client’s death while ensuring that remaining assets pass to children from the first marriage.
  • Providing for the care of a family member with special needs, especially after the death of a parent or other caretaker.
  • Estate planning services and strategies to help preserve assets and cultivate sound stewardships in subsequent generations.
  • Legacy strategies, such as establishing a charitable trust, for wealthy individuals without heirs.

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Personalized Investment Strategies

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.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Meet Our Team

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.

Additional Resources

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.

Bryan Robinovitz

Bryan Robinovitz

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #204681

Tricia Kropp

Tricia Kropp

Trust Specialist

Bank of America, N.A.

Michael K Costo

Michael K Costo

Retirement Specialist

Merrill Lynch

Past Events

Princeton Market Client Call with Ethan Harris

August 4th, 2020|4:00 PM EST

Hello all,
We are looking forward to our upcoming conference call with Ethan Harris, Managing Director and Head of Global Economics.
In this role, Ethan coordinates and manages the global economics team, forecasts and publications. Regular Research publications include:  Global Economic Weekly, Ethanomics, and Morning Market Tidbits. Ethan spent nine years at the Federal Reserve Bank of New York, where he was Assistant to the President and head of the Domestic Research Division.  
Please join us by phone on Tuesday, August 4th at 4:00 pm.  We look forward to ‘seeing’ you then!

To attend the call, please pre-register for the call using the below link.

Register Here 

Once you have pre-registered, you will be provided with the information you need to join the conference, including dial-in numbers and passcodes. Be sure to save this information to your calendar or print this information.

    Your Financial Approach

    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.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds4
    • Private Foundations4
    • Charitable Trusts4
    FINANCE
    Using your finances to bring it all together
    • Merrill Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    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.

    Staying on Track

    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.


    Periodic reviews to help you
    stay on track

    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.


      Monitoring changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      Wealth Management Your Way

      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

        Let’s Have a Conversation

        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.

        Why Merrill?

        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.


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        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        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.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.