In a world that is increasingly complex, at Domask Wealth Management, we strive to make your life simpler. We offer solutions to fit your individual wealth management needs. As a boutique firm, we can deliver a no conflict, personalized experience that may not be attainable at larger investment providers.
Our services include:
Philosophy and Process
We listen to you, the client by discovering your needs that will clarify your goals and objectives and continue to address changes that happen throughout your life.
Our investment philosophy is based on 5 principals:
1. Understand client goals
2. Help determine client's risk tolerance
3. Develop an investment strategy designed to help clients achieve their goals
4. Implement the investment strategy
5. Monitor, review, and rebalance of the portfolio