At Domask Wealth Management, we treat our clients with courtesy and integrity striving for your trust and peace of mind.
Custom portfolio's based on your individual needs, risk tolerance and time horizon.
Low cost investments such as exchanged traded funds and mutual funds by Dimensional Fund Advisors (DFA).
Coordination with your other trusted advisers, such as your tax professional, trust and estate attorney and your insurance agent.
We owe a fiduciary obligation to our clients.
We are a fee only firm. You don't have to worry about commissioned products or hourly fees. Our fee for portfolio management services is based on a percentage of your assets we manage. Our fee is billed quarterly in arrears and calculated based on the value of your portfolio on the last business day of the quarter.