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Dominion Investment Advisory Services

Dominion Wealth Management, LLC was founded as a true alternative to the traditional, "single-advisor" financial services model. As independent advisors, we work for our clients without an agenda of pushing in-house products at the disservice of those we represent, you! To us, working for our clients means working together as a team of advisors with specializations in wealth management, accounting services and estate planning to find the best solutions and strategies to meet your specific wealth management needs.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Our Team

Alan W. Thompson, CPA, PFS

Founding Advisor and Managing Partner

Bio

Jodi Coker

Wealth Management Assistant

Bio

Our Locations

Whiteville Office

P.O. Box 398
1626 S. Madison Street
Whiteville, NC 28472

Phone: (910) 642-2109

Fax: (910) 642-5958

Wilmington Office

4024 Oleander Drive Suite 3
Wilmington, NC 28403

Phone: (910) 799-4872

Fax: (910) 395-4872

Elizabethtown Office

301 W. King Street
PO Box 1690
Elizabethtown, NC 28337

Phone: (910) 862-8129

Fax: (910) 862-8120

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

Secure Future

through Expertise

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