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


Enrolled to Practice Before the IRS 

Pat Schultz, CFP®, CIMA®

Chief Investment Officer


Sarah Li, CFA, CAIA, CPA

Sr. Investment Analyst & Tax Consultant

Chartered Financial Analyst® Designation

Chartered Alternative Investment Analyst® Designation

Certified Public Accountant

Patricia Randolph

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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


FRM® (or Certified FRM®) are trademarks owned by the Global Association of Risk Professionals


CAIA® is a registered certification mark owned and administered by the Chartered Alternative
Investment Analyst Association 


Dominguez Wealth Management Solutions is a Registered Investment Advisor

All rights reserved 2014 Dominguez Wealth Management Solutions website

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Williamsburg Office

304 Bulifants Blvd., Suite 101

Williamsburg, VA 23188

Phone: 757.645.9252


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