Dominguez Wealth Management Solutions, Inc.

Dominguez Wealth Management Solutions, Inc. provides investment management, financial planning, consulting and pension/401(k) plan services to individuals (including high‑net‑worth clients), pension plans and corporate clients. The firm reports managing about $213 million for roughly 192 clients and operates with a two‑advisor team.

The firm develops individualized investment policies and manages accounts on both discretionary and non‑discretionary bases, using asset allocation alongside a mix of analytical methods—fundamental, technical, quantitative and qualitative—to inform long‑ and short‑term strategies. DWMS routinely uses more active tools (options, covered calls, short sales, margin and futures) and typically delivers a written financial plan within approximately two weeks when engaged for planning work.

Distinctive aspects of the practice include a relatively large asset base for a small advisory team and no stated account minimum, alongside affiliated activities: management personnel maintain broker‑dealer registrations to receive trailing commissions on variable annuities and 529 plans, hold insurance licenses, provide separate tax preparation services, and may recommend a donor‑advised fund program for which the firm receives compensation. The brochure also discloses that the firm does not vote client proxies, directs clients to custody with a qualified custodian (Schwab), and debits advisory fees from client accounts, with related conflicts of interest described in its disclosures.