Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Blog


2020 Q2 in Review and Looking Ahead

Market Commentary

Global Economies and Market Review If the first quarter of 2020 surprised investors with a global health pandemic and severe market downturn, the second quarter brought an equally historic shift toward optimism. The broad market selloff that began in February continued until late March, followed by the S&P 500 Index, a barometer for large U.S. […]

Meet Michele Bailey

News & Information

Get to know our team members! Meet Michele Bailey, Operations Manager, who’s been with the firm since its inception! What would a perfect workday look like for you? It would start with a grande iced caramel macchiato, then I would work through several operational requests and complete them. Then of course lunch delivered for the […]

Meet Ken Eshleman

Newsletter

Get to know our team members! Meet Ken Eshleman, CFP®, Partner and Senior Wealth Advisor, who joined Domani Wealth in late 2019! What would a perfect workday look like for you? Meeting with clients to review their investments and overall financial planning; helping them prepare for the future. Which of Domani Wealth’s core values resonates […]

Pivoting While Connecting

Newsletter

We’re in a different place, and yet the same. And by different place, we mean literally. Rather than heading into our local office each day, we’re heading from one room to another right at home. Rather than traveling to meet you, our clients, wherever it’s most convenient, we’re pushing a button on a phone or […]

RMD Tax Relief

Newsletter

Withdrawal waiver could mean a tax benefit for you. As part of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) passed earlier this year, this act waives the required minimum distributions for Individual Retirement Accounts (IRAs) and 401(k) accounts for 2020. Instead of removing funds, if you don’t need them, you can leave […]

Adapting to Change and Volatile Times: A Message from Our Partners

News & Information

Domani Wealth has evolved to meet client needs for 25 years, and we continue to navigate the one constant in our industry: change. The markets change, laws change, deadlines change, and goals change. Despite all the change, we never compromise our firm values and remain committed to working with our clients in their best interests. […]

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