The history of many great companies begins with an individual with a vision. In the case of Dominion Wealth, the vision came from Robert H. Trowbridge III, known by all as "Trow." Trow's goal was to ensure that clients have safe and secure retirement solutions - so they are protected, cared for, and able to live the life of their dreams.
After 19 years, clients have received just that. Through a highly collaborative process, clients feel that all the pieces of their financial puzzle have been put in place. Believe it or not, this is actually rare for consumers of retail financial services. Believe it or not, it is actually very hard to accomplish. And the real tragedy is that consumers don't even realize it. At Dominion Wealth, the various professions, - investment, law, tax, insurance and financial planning -, all work in concert to build a plan that can respond to the events of our clients' lives.
So, if you would like to realize these benefits for you and your family, please read on.
At the College of William and Mary, Trow earned a B.A. in Accounting and then entered the field of financial planning. He developed his expertise by working with many different companies in the financial services industry. He earned his CLU in 1985, ChFC in 1987, and registered as an investment advisor in 1995. He has been a securities registered representative since 1984. Trow found his reala new passion as a financial educator in 1994 when he became an instructor with Fairfax County Public Schools Adult and Community Education (ACE).
With almost 35 years of experience, Trow is recognized for his ability to grasp all the facets of a client's financial picture and meticulously combine the many different pieces and options into a thoughtful plan; a system that works to guide important decisions as life changes.
Why Dominion Wealth
Dominion Wealth's research into investment strategies and statistical methodologies for investing adds depth to the services we offer clients. With the ever-increasing amount of data available to investors, an analytical approach provides an exciting way to identify promising investment opportunities and reduce risks. While successful investing is a very important part of a successful life, it is only the engine. An engine is relatively useless without a chassis, drive train and steering - not to mention a comfortable cabin.
With every client, Dominion Wealth provides true analysis of all facets of your resource. We identify opportunities and risks and manage details of portfolios in the context of your very unique circumstances. The recommendations made deliver customized action plans as part of the ongoing financial management.
That sounds like all the rest doesn't it? Hard to differentiate and decide to make a change, isn't it? Well, the proof of the pudding is in the eating.
Long-term client relationships
The majority of our clients have been with us for over 15 years. We now work with their children in some cases. In fact, it is this length of time that is not only a testament to the value clients perceive but actually allow us to do our best work.
Intricate financial systems take a while to develop and mature. For example, the planning we do has helped clients through the full cycle of planning for retirement to handling Dad's estate and supporting daughters as they support Mom through her episode of long term care. All while preserving the sanity of the children and protecting the estate's value for the eventual heirs.
Complex portfolios with multiple objectives
Over the years, Dominion Wealth has become known for its guardianship of complex portfolios; those that have multiple objectives, including retirement funding, risk management, tax avoidance, wealth creation, wealth /preservation, and family legacy.
Providing a unified perspective on tax, insurance, estate planning, risk tolerance, and wealth management tactics into each client's situation is the vision of the Dominion Wealth.
Clients looking for a team that takes all of their plans, history, ideas and dreams into consideration will find the Dominion Wealth process unique in the marketplace.
If you would like to have a surprisingly productive conversation, please contact me at email@example.com.