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, CPA

Sr. Investment Analyst & Tax Consultant

Chartered Financial Analyst@ Designation

Please reload

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