Our philosophy rests on the practice of building long-term relationships with our clients based on mutual trust, an understanding of values, and the ultimate achievement of our long-term clients’ objectives.  We create custom-tailored solutions to manage and provide for individual wealth planning needs – all delivered with discretion, integrity, and efficiency. We strive to exceed competitive industry standards, which is why we continue to be the leader in the field and are proud to boast a continued record of consistent excellence.

Our full suite of investments includes dedicated financial advisement, marketing, corporate development, legacy planning, research, data, and analysis.

Dominion Wealth Management is proud of innovative, out-of-the-box solutions when advising our clients. The Multi-Family Office and Asset Managers are not restricted to traditional modes of asset management. Our approach to investment means we thrive on a record of finding the best alternative solutions and services for our ultra-high-net-worth clients. We work to keep a broad perspective and as such, don’t typically settle on traditional investment strategies and approaches for the long term. We recognize the vital necessity of remaining fluid in working with ever-evolving financial markets and climate.

With robust investment strategies founded on global and diversified perspectives, we remain committed to keeping risk management at the core of our solution strategies. As the financial climate changes along with our client’s needs, we are dedicated to flexibility so that we can pivot in advance of market volatility. Clients’ multi-asset class portfolios are structured to last and grow, despite the ebbs and flows of a changing economy.  We aim to add intrinsic and extrinsic value to our client base as we endeavor to pursue objectives with clear edicts, a commitment to risk comfort, and complete integrity. A mutually beneficial partnership means more than simply advising on products and services.

The team of experts at Dominion Wealth Management has extensive knowledge, and access to the most advanced technology, market research, and investment capabilities, in the industry. We offer innovative and transparent investment solutions for private, institutional, and corporate clients, with the ability to transcend market fluctuations. Dominion Wealth Management guarantees expediency and a simplified, accessible service that includes capital and asset management, and debt solutions. The goal at Dominion Wealth Management is to meet the needs of the most elite clients with whom we partner.