Dominion Wealth Management
Why pick this one
Dominion Wealth Management coordinates retirement income, tax, protection, and investment planning into a personalized financial roadmap.
Best for
- retirement income planning
- Social Security optimization
- IRA and RMD rollovers
- coordinating tax, investment, and protection strategies
- clients seeking ongoing one-on-one financial planning
Specialties
- income planning
- tax planning and minimization strategies
- retirement income planning
- Social Security optimization
- IRA and RMD rollovers
- life insurance strategies
- annuity-based retirement income planning
- investment planning
- risk management
- wealth accumulation
What makes them different
- Personalized holistic financial plans are built around each client's goals, priorities, and risk comfort.
- One-on-one attention continues from the first conversation through ongoing reviews.
- Planning coordinates income, taxes, retirement timing, protection strategies, and investments.
- The planning process includes discovery, roadmap development, implementation, and ongoing refinement.
- The website identifies North Carolina and Tennessee in its title.
Distilled from this business's own website.
Contact & Location
- Address
- 4014 Oleander Dr Ste 103, Wilmington, NC 28403
- Phone
- 9109450840
- Website
- http://www.dominionwealthllc.com/
- Info@DominionWealthLLC.com
Services
- financial planning
- retirement planning
- wealth management
- investment management
- tax planning
- income planning
- insurance and protection planning