Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor

Description

• 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
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  Headquarters:304 Bulifants Boulevard Suite 101, Williamsburg, Virginia, United States

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  Phone Number: +1 757-645-9252

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  Website: https://www.dominguezwealthsolutions.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Dominguez Wealth Management Solutions, Inc. A Registered Investment Advisor

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• |  NAICS Code: 523110  |

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