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Specialties
Dominion Wealth is known for their guardianship of complex portfolios; those that have multiple objectives including retirement funding, risk management, tax avoidance, wealth creation/preservation and family distribution. Some of their clients include: partners in law firms, business owners/stockholders, «single again» individuals, and technology developers. If you are looking for a team that takes all of your plans, history, ideas, habits and dreams into consideration… consider Dominion Wealth as your partner.
History
Established in 1995.
Dominion Wealth Management, Inc. is your one-stop comprehensive wealth management firm. Our holistic approach strives to help you live your best life in retirement and our industry leading processes have helped our clients attain financial success as we guide them through safe and informed decisions.
Meet the Manager
Trow T.
Manager
Bringing more than 26 years of experience, Trow helps identify the gaps between client goals and existing conditions, and fills the gaps with appropriate financial vehicles.