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

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