A true full-service Registered Investment Advisory, The Doman Group goes above and beyond the call of a traditional Private Wealth Management firm. TDG serves as its clients’ “Chief Financial Officer,” bringing together investment, financial and insurance management together for a clear and transparent financial plan.
We work closely with high net worth and ultra-high net worth individuals, including some of the world's elite executives, athletes and entertainers. As true fiduciaries, our advisors are committed to helping you achieve your financial goals.
Every individual has a different relationship with their finances. Some conversations are simple while others are complex, so we are prepared to handle each and every situation. From paying monthly bills to multi-city relocations, we work with our clients to ensure their financial bases are covered.
On staff, TDG has an all-star team of investment managers, accountants, attorneys, financial planners and chartered financial analysts for your personal financial advisory team.
We understand that true wealth management does beyond basic investing and retirement planning, so we offer additional services in order to contain costs. From real estate investments to charitable endeavors, our focus on comprehensive wealth management gives our clients a complete overview of their financial well-being.
A true full-service Registered Investment Advisory, The Doman Group goes above and beyond the call of a traditional Private Wealth Management firm. TDG seeks to shine a light on costs many big-bank investment clients are not fully aware of.
While many of our clients have a detailed understanding of their finances, we believe that our team makes better decisions when our clients truly understand what is happening with their money – both short and long term.
In financial management TDG prides itself on highlighting the costs passed along to clients through structured investment vehicles such as mutual funds. Wall Street has created many investment strategies with embedded costs, which can be excessive and negatively affect client’s returns and investment performances. TDG seeks to eliminate the unnecessary and excessive costs built into many of these investment vehicles and by educating clients on how to properly assess an investment opportunity.
Transparency is key.
Whether you're a veteran to wealth management or a relative novice, our goal of building an extended view of what financial options are available to our clients is always top of mind.