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OUR SERVICES

At Dominion Wealth Management, we partner with our clients to provide fully comprehensive, client-centric investment planning and implementation to help thoughtful investors live for today while building for tomorrow.

Hover over each service box to learn more.

INVESTMENT
MANAGEMENT

Asset Allocation

Portfolio Design

Risk Tolerance Analysis

Fixed Income Strategies

Diversification Strategies

FINANCIAL
PLANNING

Retirement Planning

Distribution Planning

Estate Planning

Life, Disability, & LTC Insurance Planning

Trust Planning

Business Retirement Plans

Succession Planning

Education Planning

TAX
PLANNING

Tax-Optimized Investing

Charitable Planning

Tax-Loss Harvesting

Tax Burden Reduction

Estate Tax Planning

Tax-Efficient Distribution 

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IT'S ABOUT YOUR LIFE, NOT JUST YOUR MONEY

TAKE ACTION TOWARDS FINANCIAL POWER