Our Company

 

Dominguez Wealth Management Solutions, Inc., A Registered Investment Advisor, is a fee-only wealth management firm. We provide holistic planning and investment advice to individuals, families, and small businesses. Whether you are building assets for the future or seeking to protect, enjoy, or pass on assets you already have, DWMS provides a wealth of expertise to assist you each step of the way.

 

We work closely to understand the goals, objectives, and desires of each individual. By building from your values, risk tolerance, and priorities, we are able to provide a comprehensive approach that is unique to your situation. Because life always has a way of making its own adjustments, we are committed to regular reviews and monitoring to address appropriate changes.

 

We take the time to walk our clients through the planning process and educate throughout. Being a fee-only financial planning firm is important to us, to maintain a conflict free environment without third party influences on recommendations. As required by our registration and in an effort to provide true transparency, individuals know exactly how we are compensated.

 

We strive to simplify and streamline our clients' financial lives by maximizing their investments and organizing their personal financial planning.

Our fee-only services include:

  • Investment Management

  • Strategic Planning

  • Budgeting and Cash Flow

  • Tax Planning

  • Estate Planning

For additional information click here

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. 

 

Dominguez Wealth Management Solutions is a Registered Investment Advisor

All rights reserved 2014 Dominguez Wealth Management Solutions website

  • LinkedIn Basic Black

Williamsburg Office

304 Bulifants Blvd., Suite 101

Williamsburg, VA 23188

Phone: 757.645.9252

 

Privacy Policy 

DWMS Disclosure