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Dominion Wealth Management Snapshot
3 OfficesLocations
Dominion Wealth Management is a comprehensive wealth management firm in Southeastern North Carolina, delivering holistic tax and financial planning solutions to pre-retirees, retirees, and wealthy individuals and families in their 30's-50's.
While people understand the importance of having their money work for them, few recognize the power of coordinating the advice they are receiving. We have a team of professionals with specialties in tax, investment, and estate planning, who work together to accomplish one goal, do what’s best for you and your family.
So many advisors today are forced to sell products and follow strict rules by their overseeing firms, that aren't in the clients' best interest. And many firms are resistant to technology that help to serve their Gen-Z and Millennial clients. We wanted to create something that allows us to combine our unbiased advice and cutting-edge technology to truly help a new generation.
While people understand the importance of having their money work for them, few recognize the power of coordinating the advice they are receiving. We have a team of professionals with specialties in tax, investment, and estate planning, who work together to accomplish one goal, do what’s best for you and your family.
So many advisors today are forced to sell products and follow strict rules by their overseeing firms, that aren't in the clients' best interest. And many firms are resistant to technology that help to serve their Gen-Z and Millennial clients. We wanted to create something that allows us to combine our unbiased advice and cutting-edge technology to truly help a new generation.
