Advisors at this firm
Steven G
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Steven Goodman is a financial advisor at Dominion Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at several firms including CoreCap Advisors, Alphastar Capital Management, and Fidelity Investments. Dominion Wealth Management provides discretionary investment management and financial planning services to high-net-worth individuals and corporations, managing approximately $55 million in assets for 124 clients. The firm utilizes a quantitative investment process focused on strategic asset allocation and security selection, delivering services primarily through a wrap fee program.
Gregory A
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Gregory Adams is a financial advisor at Dominion Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Dominion since 2021, previously affiliated with Avantax Advisory Services and 1 St Global Advisors. Outside of advisory work, Adams is a shareholder in Thompson, Price, Scott, Adams & Co., a CPA firm where he has been involved since 1994. Dominion Wealth Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and corporations. The firm employs a quantitative investment approach with strategic asset allocation and ongoing monitoring, managing approximately $55 million in assets for 124 clients.
Alan T
Series 66
Wilmington, NC
Dominion Wealth Management, LLC
Alan Thompson is a financial advisor at Dominion Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 credential and has worked at several firms including Avantax Investment Services and 1st Global Capital Corp. Outside of his advisory role, he is the managing member of Thompson, Price, Scott & Adams CPA firm and is involved in multiple business ventures including medical billing services and valuation management. Dominion Wealth Management provides discretionary investment management and basic financial planning to high-net-worth individuals and corporations, managing approximately $55 million in assets. The firm utilizes a quantitative investment process focused on strategic asset allocation and ongoing portfolio monitoring.