Our Services

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:

• Investment management
• Retirement planning
• Tax planning
• Charitable giving
• Estate planning
• Wealth transfer
• Education planning
• Insurance guidance

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