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Financial Services

Why domani wealth?

Relationships are our focus. Domani Wealth is an independent firm offering wealth advisory services for individuals and businesses. We often act as a guide and protector of our client’s legacy and their family’s future. For over 25 years, we have provided consultative services without the limitations of many of the larger investment management firms that may hinder your investment options. Because we are not affiliated with brokerages or mutual fund companies, Domani Wealth offers you the objective, conflict-free investment advice you deserve—all made with your best interests in mind, not ours. Working with our team, you have a reliable partner, helping you feel safe, well-prepared, and supported.

When it comes to wealth, we take a holistic approach. Our collaborative model offers our clients more than just surface-level advice. We provide our clients with a depth of knowledge spanning a variety of financial planning issues. With so many valuable resources under one roof, we offer comprehensive advice and guidance for your most important financial decisions to help you gain greater peace of mind. You’ll receive personalized financial advice, carefully crafted to meet your needs. Working with us, you can feel confident and comfortable that these plans will help you reach your goals.

STRATEGIC RESOURCES

At Domani Wealth, access to industry-leading research and consulting services is critical to meeting our clients’ financial goals. To support this commitment, we have established strategic relationships with other consulting and investment firms.

FORWARD VISION

To manage and promote financial security for our clients, our people, and our firm, through knowledge, integrity, and understanding, in order to capture the opportunities that tomorrow has to offer.

Our shared values guide everything we do.

  • We hold ourselves to the highest level of responsibility for our actions and results.
  • We dedicate ourselves to learning and understanding.
  • We believe in rightfulness in actions and deeds, regardless of circumstances.
  • We behave and speak in a manner that honors our clients’ privacy.
  • We rely on ourselves and each other to provide support for our team and for our clients.
  • We approach every task and interaction with both encouragement and enthusiasm.

Retirement planning

Once our team understands your retirement goals, we can help you develop a comprehensive retirement plan that fits within your overall financial strategy. We factor in everything from current assets and liabilities to tax implications, inflation and more.

Estate planning

Nothing is more important in life than ensuring that your loved ones are taken care of after you’re gone. Our team has significant experience identifying and coordinating with legal and other professionals so your plan is properly executed.

Philanthropy

A thoughtfully planned out and implemented charitable giving strategy can help you minimize both income and estate tax liabilities, as well as maximize the impact of your gift.

Investment Management

We take the time to explore and understand your personal and family financial goals to develop a customized investment plan that meets your family’s unique needs.

Company Retirement Plans

No matter the size of your business, we understand the critical importance of a well-defined retirement plan, and Domani Wealth works to provide customized solutions.

Tax Planning

Regardless of how complicated your taxes may be, we want to help you keep more of your hard-earned money working for you.

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