Dominguez Wealth Management Solutions, A Registered Investment Advisor
Financial Services • 
Williamsburg, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 304 Bulifants Blvd, Suite 101, Williamsburg, VA 23188, US |
| Phone number | +17576459252 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Insurance, Financial Planning, Investment Management, Tax Strategies, Comprehensive Strategies, Ea - Enrolled To Practice Before The Irs |
| Employees | 1-10 |
| Socials |
Key Contact at Dominguez Wealth Management Solutions, A Registered Investment Advisor
Jeffrey P. Dominguez
President
Dominguez Wealth Management Solutions, A Registered Investment Advisor Email Formats
Dominguez Wealth Management Solutions, A Registered Investment Advisor uses 4 email formats. The most common is {first name} (e.g., john@dominguezwms.com), used 37.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@dominguezwms.com | 37.5% |
{first initial}.{last name} | j.doe@dominguezwms.com | 25% |
{first name}.{last name} | john.doe@dominguezwms.com | 25% |
{last name} | doe@dominguezwms.com | 12.5% |
About Dominguez Wealth Management Solutions, A Registered Investment Advisor
Dominguez Wealth Management Solutions, a registered investment advisor, is a fee-only financial planning firm, offering a unique approach to the typical investment advisor. Jeffrey Dominguez founded DWMS to integrate multiple planning areas into one concise strategy providing a clear and transparent way of doing business. Whether you are starting a family, saving for education expenses, preparing for retirement, or trying to maximize your estate transfer, we provide clear, streamlined strategies to meet your goals and objectives. One of the few financial consultants with a combination of revered credentials in financial planning, taxation, investment, and insurance, Dominguez is able to package a comprehensive strategy addressing all of your objectives. DWMS understands the importance of technology and therefore invests in cutting edge technology to assist individuals in the organization of assets, performance reporting, and monitoring of planning strategies. No matter how complicated the situation, our technology helps to provide a sense of comfort in knowing your financial health at all times. Our technology enables us to work nationally not limited by location. Also offering our clients optional tax preparation services. Always available for consultation or interview, contact our concierge to coordinate your meeting today
Dominguez Wealth Management Solutions, A Registered Investment Advisor revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Dominguez Wealth Management Solutions, A Registered Investment Advisor has never raised funding before.
Dominguez Wealth Management Solutions, A Registered Investment Advisor Tech Stack
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