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For Individuals & Families

Investment Management

Aligning Your Future

Not only is saving for your retirement key to helping you realize your dreams – so is having the right mix of investments. Working with Domani, you have the assurance of an investment portfolio managed to precisely serve you on your life journey. 

You may be asking yourself: 

  • I’ve been managing my investments and retirement income myself – am I missing any strategic steps?
  • Are my investments managed well to minimize taxes?
  • How should I manage what I inherited for my future?

At Domani Wealth, you benefit from our credentialed, in-house resources to create a personalized investment management plan for you. Your money won’t be managed by someone you’ve never met in a far-away office. As part of our services, you will have access to exclusive and nationally known resources as we build a tailored portfolio that fits your goals. Our firm is large enough to provide you depth of expertise, while being small enough to operate as a boutique, offering you attentive client service and local connections. 

And we don’t build portfolio recommendations based on any standard recommendations or commissions we may receive – as an independent and fee-only firm, you benefit from open architecture. That means our investment professionals have the freedom to select investments from anywhere to recommend for your portfolio – we’re open to finding the options that work best for your goals. Even more importantly, as a fiduciary, we will only and always make recommendations in your best interest. 

Not only that, but we take into account your own comfort with risk, your family financial goals, and your vision of the future. You may be planning to retire early, want to leave a generous legacy for your family, or have a vision for what exciting things you may pursue in retirement. You’ll receive personalized financial advice, carefully crafted and proactively communicated to meet your needs. Working with us, you can feel comfortable that these plans can help you reach your goals.

*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Domani, will be profitable, equal any historical performance level(s), or prove successful.

Additional services:

Financial Planning
Philanthropy

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