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Tel: (703) 673-7999
1801 Robert Fulton Drive
Suite 350
Reston, VA 20191

Your Best Life in Retirement.

Dominion Wealth Management, Inc. | Financial Advisor in Reston ,VA

About Dominion Wealth Management, Inc.

Dominion Wealth Management, Inc. is your one-stop comprehensive wealth management firm. Our holistic approach strives to help you live your best life in retirement and our industry leading processes have helped our clients attain financial success as we guide them through safe and informed decisions.
Our unique and thorough three-step approach will help you determine the ideal ways to leverage your hard ? earned wealth. First, we will learn more about you through our simple prequalification session. Second, together we will explore your unique financial situation and discover your goals and priorities. Lastly, my team and I will analyze your financial documents, and deliver a report of the costs and benefits of our customized strategy for you.
Our ability to manage your expectations, including our interactive approach, distinguishes Dominion Wealth Management, Inc. as a trusted cutting edge financial firm. Our personalized methods to handling your investments are not only easy on your wallet but have changed and improved lives for our clients over the last fifteen years.

31 Years of Experience



General Information
Firm Start Year:   1995
No.of Employees:   5-9
States Licensed in:   All 50 states
Number of Years with Current Firm:   16
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Mortgages & Real Estate , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via email , At my office , Via phone , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Health , Life , Variable Annuity , Long Term Care , Variable Life
Firm Information
Firm's Number of Clients:   85
Firm's Number of Planning Clients:   85
Firm's Number of Managed Clients:   85
Assets Managed by Firm:   $65,000,000
Advisor's Number of Clients:   70
Advisor's Number of Managed Clients:   70
Advisor's Number of Planning Clients:   70
Assets Managed by Advisor:   $40,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   500,000
Compensation Methods:   Commissions , Hourly , Flat Fee , Based on Assets
Fee % Based on Assets:   1.25%
Hourly Rate:   $350
Flat Fee Rate:   varies
Additional Details on Charges:   First year of wealth management engagement is an all-inclusive fee
for tax and wealth management. This covers every facet of your
financial life.
Minimum Fee Charged for Managed Accounts:   5000
Minimum Fee Charged for Hourly Planning Accounts:   5000
Minimum Fee Charged for Flat Fee Accounts:   5000



FAQs


DISCLAIMER

Dominion Wealth Management, Inc. is a Federally Registered Investment Advisory Firm. Securities offered through a non-affiliated company, Independent Financial Group LLC, a Registered Broker/Dealer and member FINRA/SIPC Dominion Wealth only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. Follow-up and individualized responses that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion. PLEASE READ THIS WARNING: All e-mail sent to or from this address will be received or otherwise recorded by Dominion Wealth?s corporate e-mail system and is subject to archival, monitoring and/or review, by and/or disclosure to, someone other than the recipient. This message is intended only for the use of the person(s) ("intended recipient") to whom it is addressed. It may contain information that is privileged and confidential. If you are not the intended recipient, please contact the sender as soon as possible and delete the message without reading it or making a copy. Any dissemination, distribution, copying, or other use of this message or any of its content by any person other than the intended recipient is strictly prohibited. Dominion Wealth has taken precautions to screen this message for viruses, but we cannot guarantee that it is virus free, nor are we responsible for any damage that may be caused by this message.

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