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Dominguez Wealth Management Solutions, a registered investment advisor, is a fee-only financial planning firm, offering a unique approach to the typical investment advisor.
Jeffrey 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.
One of the few financial consultants with a combination of revered credentials in financial planning, taxation, investment, and insurance, Dominguez is able to package a comprehensive strategy addressing all of your objectives.
DWMS understands the importance of technology and therefore invests in cutting edge technology to assist individuals in the organization of assets, performance reporting, and monitoring of planning strategies. No matter how complicated the situation, our technology helps to provide a sense of comfort in knowing your financial health at all times. Our technology enables us to work nationally not limited by location.
Also offering our clients optional tax preparation services.
Always available for consultation or interview, contact our concierge to coordinate your meeting today
Company Details
- Employees
- 4
- Address
- 304 Bulifants Blvd,
- Phone
- 757-645-9252
- co****@****wms.com
- Industry
- Financial Services
- Website
- dominguezwealthsolutions.com
- Keywords
- Financial Planning, Investment Management, Tax Strategies, Insurance, Comprehensive Strategies, EA - Enrolled to Practice Before the IRS.
- HQ
- Williamsburg, VA
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor Questions
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor's helpline number is 757-645-9252
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor's website is dominguezwealthsolutions.com
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor's LinkedIn profile is https://www.linkedin.com/company/dominguez-wealth-management-solutions
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor has
4 employees.
View email and phone details for 4
employees at Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor.
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor's industry is
Financial Services
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor's top competitors are
Essential Planning, Llc.,
Epic Private Wealth,
Second Pillar Consulting,
Diversify,
Dhjj Financial Advisors,
Dbr & Co,
Aipi Solutions,
Daymark Wealth Partners,
Echo Wealth Management, Llc,
Elevated Capital Advisors, Llc.
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor's support email address is concierge@dominguezwms.com
Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor's categories are Financial Services
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Top Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor Employees
-
Mike Stewart
Retired
Williamsburg, Virginia, United States, United States1williamsburgfinancialgroup.com -
Jeffrey P. Dominguez, CFP®, EA, CLTC
President At Dominguez Wealth Management Solutions
Williamsburg, Virginia, United States, United States2lpl.com, dominguezwms.com4 +161726XXXXX
-
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