PLANNING FOR TODAY & TOMORROW

OUR SERVICES

Whether you plan on taking it easy or exploring new passions, the freedom to live the lifestyle you want in retirement depends on a variety of factors. Domani Wealth can help you navigate those factors as well as implement sound financial strategies to help put you on the path to a more successful tomorrow. Regardless of your retirement vision, our team offers the experience and objectivity to help you strategically plan for tomorrow. At Domani Wealth, we never put your retirement plan on autopilot. Domani advisors are available to meet with you periodically to review and revise your plan, making sure it continues to reflect your goals as we work toward transforming your vision into your reality.

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Nothing is more important in life than ensuring that your loved ones are taken care of after you’re gone. At Domani Wealth, we understand that every family dynamic is unique. Careful and thoughtful planning begins with a conversation—an open and honest discussion about your family’s objectives and needs. Your Domani advisor is with you every step of the way, working to reduce anxiety and stress for you and your loved ones and minimizing the potential for misunderstandings and disputes.

When it comes to implementing your estate plan, our team has significant experience identifying and coordinating with legal and other professionals helping to ensure that your plans are properly executed.

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No matter your reason for giving, a thoughtfully planned out and implemented charitable giving strategy can help you to minimize both income and estate tax liabilities, as well as maximize the impact of your gift.

When it comes to implementing your charitable giving plan, our team will identify and coordinate with legal and other professionals to help provide you with the best possible scenario for your philanthropic objectives.

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Regardless of how complicated your taxes may be, we want to help you keep more of your hard-earned money working for you. Strategic income tax planning is one of the most effective ways to enhance your family’s wealth, but can be a rather daunting task without the assistance of an experienced professional.

Our team prefers to coordinate with your tax advisor, making every effort to minimize your tax burdens while striving to maximize your opportunities. Our experienced advisors analyze your financial and tax situation to provide a personalized strategy to help you hold on to your wealth.

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Whether you desire an early retirement, need income in retirement, or want to provide a generous legacy for your family, the right mix of investments will help assist you toward accomplishing that goal. We take the time to explore and understand your personal and family financial goals, as well as your feelings about risk and your expectations for the future, to develop a customized investment plan that meets your family’s unique needs.

Domani Wealth is an independent, fee-only wealth advisory firm. You can feel confident that our wealth advisory team will provide you with conflict-free investment management and monitoring services that place your needs first. Let Domani Wealth guide your investments allowing you to see what’s possible for tomorrow.

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Families with a higher net worth face many financial planning challenges, from maximizing the protection of their assets to evaluating the best ways to pursue their philanthropic passions. Trusts and foundations often play a strategic role in this planning; however, both require careful evaluation.

Domani Wealth can help. We have experience in coordinating meetings between experienced estate and trust attorneys and professional trustees, allowing our clients to receive a comprehensive evaluation of the advantages and disadvantages before committing to the establishment of a trust or foundation.

Once established, your Domani advisor can assist not only with the investment of your trust or foundation assets, but also with certain administrative and tax-related aspects of such entities. We strive to help our clients create the most practical and efficient way to achieve asset protection and reach their philanthropic goals.

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Domani Wealth provides customized family office services to assist affluent families from one generation to the next. For families looking for a coordinated approach to managing their generational wealth, trust, gift, income tax, and legacy planning needs, Domani Wealth advisors will take on the role of your personal CFO to coordinate, aggregate, and oversee your total wealth plan, allowing you to focus on your family and personal life.

Our comprehensive menu of services includes:

  • Sophisticated Wealth Planning
  • Investment Portfolio Management and Oversight
  • Other Related Family Office Services



SOPHISTICATED WEALTH PLANNING

  • Estate and liquidity planning
  • Trust and liability protection planning
  • Formation of philanthropy plans, such as
    • Private foundations and administration
    • Donor advised funds
    • Charitable remainder and lead trust
    • Endowment establishment
    • Transfer of highly appreciated assets
  • Generation-skipping plans
  • Income tax planning and portfolio tax efficiencies
  • Insurance Planning

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INVESTMENT PORTFOLIO MANAGEMENT AND OVERSIGHT

  • Assistance in identifying appropriate risk allocations for various generations of family members
  • Search for unique and uncorrelated investments
  • Tax-efficient investing
  • Review of illiquid investments
  • Oversight and ongoing monitoring of investment performance, managers, and strategies
  • Coordination with tax and CPA firms to manage overall portfolio tax-planning efficiencies and cash needs

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OTHER RELATED FAMILY OFFICE SERVICES

  • Bill pay
  • Coordination of banking and lending needs of the family
  • Assistance with other family matters beyond the numbers, such as
    • Eldercare decisions
    • Power-of-attorney decisions
    • Healthcare power-of-attorney options
    • Personal family matters
    • Special-needs family member decisions

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Whether you are a small family-owned business with several employees or a larger company with hundreds of employees, we understand the critical importance of having a well-defined retirement plan in place and work to provide a customized solution for plan fiduciaries and their participants.

Our comprehensive menu of services includes:

  • Plan design and consulting
  • Help identify custodians, record keepers, and plan administrators
  • Coordinate with Third Party Administrator (TPA)
  • Employee education (Self-Directed Defined Contribution Plans)
  • Consult with plan sponsor regarding investment selection and recommendation for participant directed plans
  • Investment management for trustee-directed plans

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CONTACT US

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