Dominguez Wealth Management Solutions, Inc.
Dominguez Wealth Management Solutions, Inc. is an SEC-registered investment adviser headquartered in Williamsburg, Virginia. Founded in 2014 by Jeffrey P. Dominguez, the firm serves individuals, families, federal employees, and business owners, providing comprehensive financial planning, portfolio management, tax consulting, estate, and insurance services. Dominguez Wealth Management Solutions employs a team of 2-4 professionals, including advisors and client support staff, and focuses on proactively managing clients’ overall financial wellbeing.
Investment Strategy
Dominguez Wealth Management Solutions focuses on holistic financial planning, integrating investment management with tax, estate, insurance, and retirement planning. The firm customizes portfolios for individuals, high-net-worth individuals, and small businesses, employing both discretionary and non-discretionary management. Their strategy emphasizes goal alignment, fiduciary responsibility, individualized attention, and compounding wealth for retirement, leveraging proprietary investment models and ongoing market analysis.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 15.88% | $25.1M | 52,319 | $257.69 | $479.61 | +$3.0M |
A AAPL | APPLE INC | 11.79% | $18.6M | 73,140 | $132.16 | $254.63 | +$3.6M |
S SGOV | ISHARES TR | 9.11% | $14.4M | 142,948 | $100.34 | $100.70 | +$696.4K |
F FIXD | FIRST TR EXCHNG TRADED FD VI | 9.00% | $14.2M | 320,165 | $43.93 | $44.42 | +$329.8K |
S SPLV | INVESCO EXCH TRADED FD TR II | 6.79% | $10.7M | 145,913 | $65.56 | $73.48 | +$830.4K |