Dominguez Wealth brings planning and tax experience into the same Williamsburg team

Retirement, taxes and the decisions of a business owner rarely stay in separate boxes. Dominguez Wealth Management Solutions organizes its Williamsburg team around those connections, bringing financial planning together with investment analysis and tax experience.

Founded in 2014, the firm is led by founder and chief executive Jeff Dominguez. Its services include planning for retirement, education and charitable giving, as well as cash-flow questions and business consulting. Estate-planning work involves coordination with a client's attorney.

The team's professional backgrounds help explain that breadth. Sarah Li works in investment analysis and tax consulting, with finance study at Tulane and accounting study at William & Mary. Katherine Lafuze brings CPA experience to planning and tax support. Pat Randolph's client-service background spans 25 years.

Those different responsibilities reflect the range of information a planning relationship can involve. A retirement decision may affect a household's income needs and tax picture. A charitable goal may belong within a wider discussion of assets and family priorities. Coordinating the conversation is a distinct part of the service.

The firm also describes a focus on retirement planning for federal employees. That gives its practice a particular audience alongside the individuals, families and business owners it serves more broadly.

Dominguez Wealth Management Solutions is at 304 Bulifants Boulevard, Suite 101, in Williamsburg. The office can be reached at 757-645-9252. Its website provides information about the team and the subjects clients can bring to an introductory conversation.