The Panici-Dawson team works with a select group of individuals, families, and business owners to build, manage, preserve, and transition their wealth by utilizing the four cornerstones of comprehensive wealth management: investments, trust, asset management, and wealth services.

Together, we will review our client's financial needs, goals and dreams. We work in partnership with our clients to develop an individually tailored financial solution. Through a disciplined process, we manage our client's assets for preservation and growth of capital, while monitoring risk and ensuring the plan remains flexible to changes in their personal circumstances.

In a seamless approach, we work with our clients’ attorneys and accountants to incorporate assets, liabilities, personal insurance, and risk management. Our team brings over 100 years of expertise in helping clients with their unique wealth management needs.

Our goals are defined solely by the needs of our clients, and we are dedicated to providing families with sound advice and personal service that has defined our firm since 1931.

Trust and Asset Management
Our Trust group offers clients access to an expert team of Trust Administrators, each with an average of over 20 years of industry experience. They offer a full range of administrative and fiduciary services, including trust and estate management, bill payment, care provider management, and tax preparation and filing. Moreover, our Trust group proudly serves as corporate trustee or successor trustee for many of our clients. As a part of our collaborative process, our trust professionals work in concert with attorneys, accountants, financial advisors, portfolio managers, and financial planners to customize solutions that most effectively help our clients meet their objectives.

Our Asset Management group provides comprehensive investment and advisory products and services to both private clients and institutions, including corporations, public and government entities, pension and profit-sharing plans, Taft-Hartley plans, endowments, foundations, and trusts. Our Portfolio Managers help clients meet their financial goals through the use of proprietary models, access to our in-house analyst staff, and the expertise of our product specialists. Our asset management professionals design tailored investment solutions utilizing sophisticated risk analytics and advanced asset allocation models to ensure each portfolio is constructed and managed in accordance with our clients’ unique long-term objectives.