“We offer our friendly knowledge, disciplined strength and customized services so that together we can create and protect the wealth that enriches your family’s life and future.”
– Charles Rattley, CEO
§ About Dominion!
We are a group of established professionals and independent investment advisors who are dedicated to providing investment management and strategic wealth planning that is right for you.
Simply put, it is our goal to help you reach yours.
§ Our Philosophy.
Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
- § Professional
- § Transparent
- § Focused
- § Collaborative
What Can We Help With.
§Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and risk tolerance.
§Financial Planning
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
§ Retirement
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
§Investments
Investments play a key role in your financial security plan. A mix of both traditional and non traditional investments can help achieve your goals.