As professional financial advisers, we advise on the most appropriate and bespoke asset protection strategies to fit the complex needs of our UHNW clients. The long-term goal is to provide our clients with unique, high-touch services and solutions that align with the given circumstances. We offer a stable asset base and continue to advise over the long term to avoid possible pitfalls. Utilizing deep-rooted data and analysis of multiple solutions that include private trusts, establishment and management of foundations, and private label funds. Our high-touch management style allows us to align with a client’s unique circumstances. We guarantee that a client’s assets are managed and structured securely and efficiently.

Legacy & Succession planning is and can be one of the most complicated aspects of wealth management. As such, Dominion Wealth Management Relationship Managers work closely with several specialists who can offer the right technical insight and advice on all domestic and international issues involving matters of legacy and estate planning and corporate succession planning. We understand that a client’s legacy is vital and precious. The need to secure, and efficiently transfer wealth to future generations is top of mind for ultra-high-net-worth clients. At Dominion Wealth Management, we partner with the most reliable and highly vetted experts, all with decades-long proven track records, to assure our clients of the safety and security of such important legacy matters.

Retirement is a benchmark stage in all our lives. We work hard for years with the dream of a wealthy retirement and the culmination of life-long goals and, if we planned well, we can enjoy the golden years. However, many individuals, even ultra-high-net-worth clients, accustomed to a certain lifestyle, ponder whether the planning has been structured to accommodate the dream for years to come. Will assets, including pension payments, be enough to cover long-term needs well into retirement? Will the business liquidation amount to enough to support the dream of long-term wealth and be able to withstand a volatile economy? Our team of advisors and long-standing network of relationships enables us to actively support our clients into and through this important stage of life. We provide premium bespoke products and services that support the need for consistent, customized, and high-touch advice on all retirement, liquidity, and pension matters. Working with our external and in-house experts, we facilitate the planning and construction of comprehensive cash flow models. This extensive cash flow data and analyses will project outcomes based on customized income versus expenses and long-term lifestyle needs. In this way, we can sort through expectations to determine whether they align with one’s current and projected reality. These complex models allow us to plan for potential growth and unpredictable volatility and assure our clients’ future wealth goals are met.

The financial climate continues to be unpredictable, highly complex, and consistently evolving. The ever-shifting global markets and increased tightening of regulations, along with a volatile global political landscape, have added to the uncertainty among our ultra-high-net-worth clients. Constant changes in tax laws and compliance, not only pose challenges rarely seen in past decades but navigating such a complicated landscape is best left to experts with a proven track record of experience. We offer that expertise.

Dominion Wealth Management Financial Planning Group offers supreme confidence to assure our elite clients that they are in the best place for successful financial planning. We come with a best-in-class global team of advisers and the bespoke products and services our elite clients have come to expect. Full-service management and a high-touch approach to management, grant our clients the peace of mind they seek when managing financial planning and future wealth goals. Through our vast network of partners, long-standing investor and institutional relationships, and a highly vetted team of advisors, Dominion Wealth Management can facilitate and identify key financial planning strategies that align with clients’ financial goals, future wealth objectives, and complex needs.