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How We Work

At Domari Wealth Management, we provide our clients with personalized wealth management services and strategic guidance as they navigate the complex and sophisticated aspects of managing their wealth for today’s needs. We stay personally involved with all clients to customize personalized plans for managing their investments and finances. We also collaborate with the other professionals involved in our clients’ affairs.

Customized Portfolio Management

Your investment portfolio is the road that leads to your vision of retirement. It should be tailored to your specific goals and objectives.

Individualized Financial Planning

Everyone’s financial journey is unique. It only makes sense that everyone’s financial plan should be as well.

Risk Management

Our investment models are independently analyzed by Certified Financial Analyst to identify different levels of risk associated with investing and the overall asset allocation.

Liability Management

Mortgage, student loan and general liability management are necessary components of an overall financial plan.

Trust & Legacy Planning

Philanthropic wealth? Educational opportunities? Medical research? What do you want your financial legacy to be? Start planning now for that legacy.

Wealth Protection

You have worked too hard to acquire your wealth. Don’t let poor decisions while managing it cost you the lifestyle you worked so hard to attain in retirement.

Wealth Transfer Strategies

Planning for the distribution of your estate can often be more complicated than acquiring or managing it. Do not let the IRS be your largest beneficiary.

Tax Planning

Everyone has a finite amount of financial resources. Why pay more in taxes than you have to? Domari Wealth partners with a number of seasoned CPA’s with extensive tax planning experience.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (818) 436-6670