TRADITIONAL WISDOM WITH MODERN SOLUTIONS
We do things a little differently at Dominion Wealth Management. Our firm was founded as a true alternative to the "traditional" financial services model. We understand that wealth is not defined by a product or transaction. And that achieving true wealth means being able to enjoy time with the people you love without concerning yourself with financial anxieties. We understand that financial worries often lead people to make investment decisions based on their emotions. Our purpose is to build trust and confidence so that you can remove the emotions from your investments and put them back into the things that matter most to you.
Dominion Wealth Management has helped individuals, families, and businesses across Southeastern North Carolina by providing comprehensive wealth management, and access to modern, top-tier technology. From retirement planning to tax-smart investing, DWM is your central source for personalized, holistic financial planning and peace of mind.
Whether you're saving for your kids' college or purchasing a house or investment property, DWM will work with you to develop a truly customized plan to keep you and your family on the path towards pursuing your lifestyle goals.
Just because you're enjoying retirement doesn't mean you're free from IRS obligations. Our team will do an extensive review of your tax return to determine your current tax situation, then create a strategy to protect your finances over the long term.
Not only is it important to have a diversified portfolio within the stock market, but one outside as well. DWM works with you to ensure your investment strategies are sound, allowing you to have as much of the money you earned during your working years at your disposal as possible.
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We utilize cutting-edge technology that helps us identify an acceptable level of risk. Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains.