A complete list of active advisors currently associated with Dominguez Wealth Management Solutions, Inc.

Warmer can help you find a great advisor at Dominguez Wealth Management Solutions, Inc. or one who fits your needs even better.

Dominguez Wealth Management Solutions, Inc. provides investment management, financial planning, consulting and pension/401(k) plan services to individuals (including high‑net‑worth clients), pension plans and corporate clients. The firm reports managing about $213 million for roughly 192 clients and operates with a two‑advisor team. The firm develops individualized investment policies and manages accounts on both discretionary and non‑discretionary bases, using asset allocation alongside a mix of analytical methods—fundamental, technical, quantitative and qualitative—to inform long‑ and short‑term strategies. DWMS routinely uses more active tools (options, covered calls, short sales, margin and futures) and typically delivers a written financial plan within approximately two weeks when engaged for planning work. Distinctive aspects of the practice include a relatively large asset base for a small advisory team and no stated account minimum, alongside affiliated activities: management personnel maintain broker‑dealer registrations to receive trailing commissions on variable annuities and 529 plans, hold insurance licenses, provide separate tax preparation services, and may recommend a donor‑advised fund program for which the firm receives compensation. The brochure also discloses that the firm does not vote client proxies, directs clients to custody with a qualified custodian (Schwab), and debits advisory fees from client accounts, with related conflicts of interest described in its disclosures.

To learn more about the advisors currently working at Dominguez Wealth Management Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.