We are a financial planning firm redefining how comprehensive financial services are delivered
Dominguez Wealth Management Solutions, Inc., (DWMS) a Registered Investment Advisor, is a fee-only financial planning firm, offering a unique approach compared to the typical investment advisor.
Jeffrey P. Dominguez founded DWMS to integrate multiple planning areas into one concise strategy providing a clear and transparent way of doing business.
Whether you are starting a family, saving for education expenses, preparing for retirement or trying to maximize your estate transfer; we provide clear, streamlined strategies to meet your goals and objectives.
Jeffrey P. Dominguez, CFP®, EA, CLTC
Chief Executive Officer
CERTIFIED FINANCIAL PLANNER™
Enrolled to Practice Before the IRS
Pat Schultz, CFP®, CIMA®
Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™
Sarah Li, CFA, CAIA, CPA
Sr. Investment Analyst & Tax Consultant
Chartered Financial Analyst® Designation
Chartered Alternative Investment Analyst® Designation
Certified Public Accountant
Patricia Randolph