Domani Wealth

                                                                 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.

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Tomorrow's opportunities start today. Tomorrow's opportunities start today. Tomorrow's opportunities start today. Tomorrow's opportunities start today.
  • Home
    • Why Domani Wealth?
    • What Does Domani Mean?
    • Our Commitment
  • About Domani
    • Domani Difference
    • Our Approach
    • Strategic Resources
    • Mission, Vision, Values
  • Meet Your Team
    • Your Team
    • Executive Team
    • Partners & Additional Management
    • Wealth Advisory Group
    • Investment Strategy Group
    • Practice Management and Operations
  • Our Services
    • Wealth Planning
      • Retirement Planning
      • Estate and Wealth Transfer Planning
      • Philanthropy
      • Strategic Income Tax Planning
    • Investment Management
    • Trust and Foundation Services
    • Family Office Services
    • Business Retirement Plan Services
  • Insights
  • Careers
  • Contact Us

Partners

Home » Partners
Carolyn M. Denest, CFP®, CPA/PFS

Carolyn M. Denest, CFP®, CPA/PFS

Investment Strategy Group, Partners
James J. Karchner, CFP®, CPA/PFS

James J. Karchner, CFP®, CPA/PFS

Partners, Wealth Advisory Group
Christopher M. Stock, MBA, AIF®

Christopher M. Stock, MBA, AIF®

Partners, Wealth Advisory Group
Scott D. Michael, CFP®, AIF®

Scott D. Michael, CFP®, AIF®

CCO, Partners, Wealth Advisory Group
Angela R. Berkosky, CFA

Angela R. Berkosky, CFA

Investment Strategy Group, Partners
Angie M. Stephenson, CFP®, CPA/PFS

Angie M. Stephenson, CFP®, CPA/PFS

COO, Partners, Wealth Advisory Group
Thomas K. Williams, CFP®, CPA

Thomas K. Williams, CFP®, CPA

CEO, Partners, Wealth Advisory Group

CONTACT
Hanover Office

118 Carlisle Street,
Suite 301
Hanover, PA 17331
717.632.2725
Fax: 877.496.2542

Lancaster Office

1869 Charter Lane,
Suite 302
Lancaster, PA 17601
717.393.9721
Fax: 877.496.2542

Wyomissing Office

2755 Century Boulevard, Suite 200
Wyomissing, PA 19610
610.927.4685
Fax: 877.496.2542

Mechanicsburg Office

5000 Ritter Road
Suite 202
Mechanicsburg, PA 17055
717.461.9810
Fax: 877.496.2542

York Office

221 W. Philadelphia Street,
Suite 303
York, PA 17401
717.846.6214
Fax: 877.496.2542

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  • IMPORTANT DISCLOSURE INFORMATION
  • Domani Wealth, LLC is an SEC registered investment adviser located in Hanover, Lancaster, Mechanicsburg, Wyomissing, and York, Pennsylvania. Domani Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Domani Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Domani Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Domani Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Domani Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Domani Wealth’s current written disclosure Brochure discussing Domani Wealth’s business operations, services, and fees is available from Domani Wealth upon written request. Domani Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Domani Wealth website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

  • Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Domani Wealth) will be profitable or equal any historical performance level(s).

  • Certain portions of Domani Wealth’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Domani Wealth (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Domani Wealth, or from any other investment professional. Domani Wealth is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

    •  
  • Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she/it will experience a certain level of results if Domani Wealth is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Domani Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Domani Wealth by any of its clients. ANY QUESTIONS: Domani Wealth’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

  • To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Domani Wealth’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Domani Wealth, or from any other investment professional.

  • Each client and prospective client agrees, as a condition precedent to his/her/its access to Domani Wealth’s website, to release and hold harmless Domani Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Domani Wealth.

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