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Services

How We Can Serve You

At Domani Wealth, our personalized and objective retirement planning advice goes well beyond investment management. We coordinate a diverse set of core services for our clients. 

We can steer retirement planning, estate planning, individually crafted portfolios, business succession planning, and trust and foundation administration. 

With our help, you can understand the ramifications of an inheritance, annual gifting, funding special needs, and many other scenarios involving financial changes and decisions.

Transition Well

Transitions are inevitable in life. As you face those transitions, you can count on us to listen and simplify. 

We can be by your side to walk you through life changes if they are fraught with intensity, such as the loss of a loved one or a divorce. We are there in times of joy as well, from selling a business you built into a legacy, to stepping into retirement, to seeing grandchildren grow. 

Our team can be a pragmatic voice of reason and calm that can provide objective advice when it is paramount. 

Our goal is to reduce stress, enabling you to feel reassured and in control.

All Services

Financial Planning

RETIREMENT PLANNING

TRUST AND FOUNDATION

Estate Planning

STRATEGIC TAX PLANNING

INVESTMENT MANAGEMENT

Family Office

Business Leadership Retirement

PHILANTHROPY

Company RETIREMENT PLANS

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