4450 West Lakeside Drive,
After working with clients for more than two decades, we have found that understanding expectations of both the client and advisor is key to developing a successful working relationship.
As a client of Domari Wealth, our goal is to:
While we eagerly take on the task of managing your wealth, effective communication and mutual respect are essential to a successful partnership. So we expect from our clients:
Our focus is to base our recommendations with your best interests in mind. As our client, all investment, estate and insurance advice we deliver is based on information you provide us. Our clients enthusiastically participate in the investment planning process.
Working closely together is essential to effective investment planning. We will agree to keep each other informed of new developments that might affect these strategies. We will regularly review your Financial Strategy Action Plan.
If this is the type of relationship you have been searching for with a Financial Advisor, please contact us today to schedule a meeting so we can learn how we can best serve you. You can also call us at (888) 550-2080.