Our Services
We are your holistic partner, providing integrated services tailored to your needs.
How We Help
Additional Services
Donor Advised Philanthropy
The Dominion Wealth Private Giving Foundation provides the opportunity to establish a donor advised fund, offering a personalized giving experience that aligns your philanthropic goals with your financial and tax planning strategy.
Institutional Real Estate Services
Dominion Real Estate provides real estate investment advisory, asset management, and transaction management services to foreign investors, private investors, and both public and private sector companies.
We work with you to create a plan to meet your goals
We help bolster your organization’s core investment objectives
We place our clients’ interests above our own. Above and beyond our legal commitment, we see this as a moral obligation and believe it’s simply the right thing to do.
Your partner in success
Our dedicated team of Wealth Advisors works in partnership with you to understand your specific objectives and needs to deliver bespoke wealth management solutions.
Highest standards of service
At Dominion Wealth, we believe that culture breeds performance. To succeed as an organization, you must have a company of people who strive for what is possible, while having aligned values that propel the business forward.
We view the client experience as an ensemble effort. It requires a collaborative, team-based approach with multiple advisors and company-wide support — not a siloed model with individual service groups. We are proud of this model and the way it elevates our clients’ service experience.