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Dominguez Wealth Management Solutions
Dominguez Wealth Management Solutions is a team of experts in wealth management that works across the country for its clientele. As experienced fiduciaries...
Overview
Dominguez Wealth Management Solutions is a team of experts in wealth management that works across the country for its clientele. As experienced fiduciaries and an SEC Registered Investment Advisor (RIA), the firm connects clients' goals with financial planning, investment, and tax strategies. Founded in 2014 and based in Williamsburg, VA, it serves individuals and families, federal employees, and business owners.
General information
Firm type
RIA
Year founded
2014
Location
City
Williamsburg
Principals
Jeff Dominguez
Chief Executive Officer (founder and CEO)
Sarah Li
Sr Investment Analyst & Tax Consultant
Pat Randolph
Client Support Specialist
Katherine Lafuze
Tax & Planning Associate
Frequently asked questions
Who runs investment decisions at Dominguez Wealth Management Solutions?
Public filings and press coverage do not name specific principals. The firm is registered with the SEC as an investment advisor, meaning at least one individual holds a Form ADV. No IARD records are publicly linked to this corporate name as of 2025.
Where does the underlying client wealth come from?
Not disclosed. As an RIA serving multiple clients, wealth origin is specific to each client. No single family or corporate foundation is publicly associated with the firm.
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