This is too important to be a guessing game.

Let us Be Your GPS: Goals. Plan. Steer.

This is too important to be a guessing game.

Let us Be Your GPS: Goals. Plan. Steer.

Learning

Goals

Interests

Family

Philanthropy

Health

Business

Invest

Work

We listen to you

The first step as we begin a conversation with you is to listen and understand your situation and your goals.

What would you like to achieve?

Where do you want to go in life, and what do you aspire to do?

What causes are you passionate about?

We can recommend different strategies to maximize your charitable impact while protecting your future.

Where are you in your career?

Understanding the timeline and whether you are still working or have already retired will impact your plan.

What kind of investments do you have right now?

Gaining a picture of your investments and other assets will help us analyze a plan to move forward.

Do you have ownership in a business and a plan for transition?

Helping you liquidate assets or prepare for business succession is one of our areas of expertise.

How do you want to support those you love?

Providing a legacy starts with having a plan.

What future health changes might you face?

We can help you be better prepared financially for any unexpected care needs.

What hobbies do you (or hope to) enjoy?

These can be built into the plan details.

Learning

We listen to you

The first step as we begin a conversation with you is to listen and understand your situation and your goals.

Goals

What would you like to achieve?

Where do you want to go in life, and what do you aspire to do?

Philanthropy

What causes are you passionate about?

We can recommend different strategies to maximize your charitable impact while protecting your future.

Work

Where are you in your career?

Understanding the timeline and whether you are still working or have already retired will impact your plan.

Invest

What kind of investments do you have right now?

Gaining a picture of your investments and other assets will help us analyze a plan to move forward.

Business

Do you have ownership in a business and a plan for transition?

Helping you liquidate assets or prepare for business succession is one of our areas of expertise.

Family

How do you want to support those you love?

Providing a legacy starts with having a plan.

Health

What future health changes might you face?

We can help you be better prepared financially for any unexpected care needs.

Interests

What hobbies do you (or hope to) enjoy?

These can be built into the plan details.

Our Strategy

After listening to your situation, concerns, and aspirations for the future, Domani Wealth’s team analyzes both your current financial picture and different pathways to realize your goals. We follow financial planning best practices, and view all considerations through a fiduciary lens, which means acting in your best interest, first and always. We then present options to you and discuss what steps you’d like to take to help you reach your goals.

Services

With Domani Wealth’s holistic approach, we will weave together the services most important to help you align your priorities and realize your dreams. This could involve retirement planning, investment management, estate and wealth transfer planning, trust and foundation services, charitable giving strategy, and strategic income tax planning as part of our financial planning process.

Team

You will find your financial planning enriched by the diverse depth of the Domani Wealth’s technical experience. You may find yourself working closely with those educated and specializing in financial, gift, estate, charitable, and income tax planning. Our investment professionals focus on your portfolio composition, continually monitoring to make sure it’s aligned with your risk tolerance and your long-term plan. Domani also has access to exclusive and nationally known investment resources that provide us with additional research capabilities and strategies to utilize with our clients. Our operations specialists help support the wealth advisory team by processing account paperwork and maintaining client data. Domani Wealth’s team approach means you won’t rely on the expertise or experience of a sole professional – you’ll have deeply experienced, qualified team members providing insight for every part of your financial plan. With this strategy, you can reduce your stress, enabling you to feel reassured and in control.

Recommendations

We work together to carefully consider your personal goals and develop a total financial plan. This discussion will include different options, giving you control over what choices and steps may set you on the path toward your goals.

Domani Wealth’s recommendations could include: 

  • Plan to achieve retirement goals
  • Ongoing income details and projections
  • Retirement account withdrawal advice
  • Social security maximization and timing
  • Income tax planning strategies
  • Risk mitigation and review of insurance policies
  • Establishing different types of trusts
  • Funding a donor advised fund for charitable giving
  • Summary of estate documents and coordination of beneficiary designations
  • Education funding strategies
  • Investment portfolio allocation

Each of these items is fully tailored to your individual situation. You’ll benefit from customized advice and, most importantly, our team members are known for their clear and simple explanations, making sure you understand the details and feel comfortable with your chosen approach. 

Our Strategy

After listening to your situation, concerns, and aspirations for the future, Domani Wealth’s team analyzes both your current financial picture and different pathways to realize your goals. We follow financial planning best practices, and view all considerations through a fiduciary lens, which means acting in your best interest, first and always. We then present options to you and discuss what steps you’d like to take to help you reach your goals.

tax loss harvesting couple learning

Services

With Domani Wealth’s holistic approach, we will weave together the services most important to help you align your priorities and realize your dreams. This could involve retirement planning, investment management, estate and wealth transfer planning, trust and foundation services, charitable giving strategy, and strategic income tax planning as part of our financial planning process.

Team

You will find your financial planning enriched by the diverse depth of the Domani Wealth team’s technical experience. You may find yourself working closely with those educated and specializing in financial, gift, estate, charitable, and income tax planning. Our investment professionals focus on your portfolio composition, continually monitoring to make sure it’s aligned with your risk tolerance and your long-term plan. Domani also has access to exclusive and nationally known investment resources that provide us with additional research capabilities and strategies to utilize with our clients. Our operations specialists help support the wealth advisory team by processing account paperwork and maintaining client data. Domani Wealth’s team approach means you won’t rely on the expertise or experience of a sole professional – you’ll have deeply experienced, qualified team members providing insight for every part of your financial plan. With this strategy, you can reduce your stress, enabling you to feel reassured and in control.

Recommendations

We work together to carefully consider your personal goals and develop a total financial plan. This discussion will include different options, giving you control over what choices and steps may set you on the path toward your goals.

Domani Wealth’s recommendations could include: 

  • Plan to achieve retirement goals
  • Ongoing income details and projections
  • Retirement account withdrawal advice
  • Social security maximization and timing
  • Income tax planning strategies
  • Risk mitigation and review of insurance policies
  • Establishing different types of trusts
  • Funding a donor advised fund for charitable giving
  • Summary of estate documents and coordination of beneficiary designations
  • Education funding strategies
  • Investment portfolio allocation

Each of these items is fully tailored to your individual situation. You’ll benefit from customized advice and, most importantly, our team members are known for their clear and simple explanations, making sure you understand the details and feel comfortable with your chosen approach. 

Adaptable Plan

Our focus at Domani Wealth is relationships, which means you will see the impact of our responsiveness and transparency.

Once you have a financial plan in place with every element aligned to help you realize your financial vision, we remain available to answers questions and guide you. Working with Domani Wealth, we will regularly communicate with you to understand any changes in your needs, your family situation, or your life. Your financial plan is adjusted over time to better align with changes in your goals, risk tolerance, and income. It’s a living document, reflecting your life as you continue on the journey toward your goals.

Our more than 25 years in business and depth of services in financial planning mean you benefit from trustworthy guidance, helping you feel secure in your financial future.

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