THE DWM DIFFERENCE
TRADITIONAL WISDOM WITH MODERN SOLUTIONS
Dominion Wealth Management is a comprehensive wealth management firm in Southeastern North Carolina, delivering holistic tax and financial planning solutions to pre-retirees, retirees, and wealthy individuals and families in their 30's-50's.
While people understand the importance of having their money work for them, few recognize the power of coordinating the advice they are receiving. We have a team of professionals with specialties in tax, investment, and estate planning, who work together to accomplish one goal, do what’s best for you and your family.
So many advisors today are forced to sell products and follow strict rules by their overseeing firms, that aren't in the clients' best interest. And many firms are resistant to technology that help to serve their Gen-Z and Millennial clients. We wanted to create something that allows us to combine our unbiased advice and cutting-edge technology to truly help a new generation.
INDEPENDENT ADVICE
As a Registered Investment Advisor, we have the obligation to act in your best interests, providing advice that is in your genuine best interest, as opposed to pushing certain products due to restrictions and incentives from an overseeing company.
TAX-SMART INVESTING
When is the last time you had your financial advisor and CPA work together and focus on your goals? Having a great relationship with your CPA allows us to ensure your financial plan and tax plan are able to exist in harmony. You can relax knowing your portfolio is being created and managed by an entire team from a 360 degree view.
TOP-TIER TECHNOLOGY
Never be left wondering how your portfolio is performing, or worry about communication about your accounts. Our advanced technology allows for a seamless integration of your entire financial picture. Everything is updated in real time and allows for total transparency. You'll have access to your complete financial plan from the convenience of your computer or phone.
MISSION
Our mission is to never leave a shred of doubt in our clients' mind. By implementing a solid, dynamic plan that is actively monitored and regularly updated our clients , helping them have a better idea of when they can retire and confidently know what that retirement will look like.
VALUES
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We pride ourselves on creating a purposeful relationship with our clients that is intentional, responsive, transparent, and client-focused.
OUR FIDUCIARY OBLIGATION TO YOU
As a fiduciary, we are required to act in the best interest of the clients we serve, putting your needs first and making recommendations based on the best fit and suitability to your overall plan. Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your portfolio before making any recommendations.
