Dedicated to helping you retire intelligently
Your Retirement Years are Precious
You've spent years saving and planning for retirement.
Don't jeopardize everything you've worked for by hiring advisors who only understand a small part of your financial life and future goals.
You also don't need to figure it all out on your own and live in fear of running out of money.
With Dominguez Wealth Management you can enjoy your retirement with the knowledge you have enough.
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Take control of your financial future
All the financial experts you need, in one place, when you need us.
We're here to make sure your financial future is secure and you're on track for the retirement you want.
Simplify
Simplify your financial life, investment strategy and retirement planning
Build
Build wealth and compound your financial outcomes
Gain
Gain confidence that you're on track for the retirement you want
Identify
Over the course of a few interactions and meetings, we'll collect all of your financial information and begin framing out your personalized Intelligent Retirement Roadmap (our proprietary retirement planning framework).
Collaborate
Our team of experts will ensure your entire financial situation is covered from all angles.
We look at your financial planning, cash flow, taxes, investments, estate and insurance.
Monitor
Financial and retirement planning is an ongoing process. We continue to monitor your progress toward your retirement goals to help ensure you reach them. We evaluate how you may be impacted by tax law changes, investment environments, and estate law changes and help you implement strategies to reach your Intelligent Retirement.
We've developed a proven process that integrates every aspect of your financial life so you can live an intelligent retirement
The weight of your financial decisions can be overwhelming
Retirement planning is complex. You wonder if you'll have enough. What if something happens to you or your spouse? Should you make that big purchase, or save the money for later?
When you work with Dominguez Wealth Management Solutions you can answer these questions and more without needing to worry.
Interested in becoming a client?
Step 1: Intro
Start the process by clicking "Schedule Intro Call" below.
On this 30 minute call one of our senior advisors will discuss your situation and how we can help.
Step 2: Discovery
We'll help you analyze your goals and organize your finances.
At the end of this analysis you'll receive your Intelligent Retirement Roadmap (our proprietary retirement planning framework), which will outline your retirement goals and how we can help you get there.
Step 3: Delivery
If we're the right fit for you we'll get the paperwork out of the way and get to work on your intelligent retirement plan.
What is an Intelligent Retirement Roadmap?
Regardless of whether you decide to be come a client, the Intelligent Retirement Roadmap is yours to keep. This one-page document helps you clarify your long-term financial goals and outlines the steps you can take to address them.
If you'd like your personal Intelligent Retirement Roadmap simply click the button below to schedule an intro call.
All the experts you need, working together to ensure your intelligent retirement
We don't just focus on investments or taxes
We care about securing your intelligent retirement
Experts in tax (Certified Public Accountant - CPA, Enrolled Agent - EA), Planning (Certified Financial Planner - CFP ), Investing (Chartered Financial Analyst - CFA, Certified Investment Management Analyst - CIMA )
85 years of combined experience
Over 170 families currently on track to live their intelligent retirement
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OUR ADDRESS
304 Bulifants Blvd., Suite 101, Williamsburg, VA 23188
Email: concierge@dominguezwms.com
Tel: 757-645-9252
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative
Investment Analyst Association
Dominguez Wealth Management Solutions is a Registered Investment Advisor
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