Our Philosophy

 

At Dominguez Wealth Management Solutions, we believe in a fully integrated approach to financial planning. For example, the investment decisions you make can impact your taxation, which can also impact items such as Medicare Part B Premiums. The titling of certain accounts could impact the amount of financial aid your child receives for college education or the amount heirs receive from an inheritance.  

 

Using a combination of revered credentials in financial planning, taxation, and investment management, DWMS is able to package a comprehensive plan covering all planning disciplines.  

 

DWMS understands the importance of technology. The firm invests in cutting edge technology to assist individuals with organizing assets, reporting performance, and monitoring planning strategies. Our technology enables us to work independent of physical location.

 

Our boutique style firm allows us to provide our clients high quality service and attention. We strive to be your family's trusted advisor from one generation to the next.

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

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Williamsburg Office

304 Bulifants Blvd., Suite 101

Williamsburg, VA 23188

Phone: 757.645.9252

 

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