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| | “...accelerate decision making and provide you with options... sometimes options that you will not hear or see elsewhere” | | |
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| The history of all great companies usually begins with one or two individuals who have a vision. In the case of Dominion Wealth, the vision came from Robert H. Trowbridge III and John E. Ryan. Trowbridge, known by all as "Trow", and John met through business, and began collaborating about the financial challenges of each other’s clients. They discovered each had complimentary talents that, when combined, create more experience, more depth of thinking, and more discernment of financial vehicles for each of their clients. Hence, Dominion Wealth was born to serve families that have numerous facets to manage in their financial picture. Take a closer look at the combined talents of these two professionals: 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 management" field. He earned his CLU in 1985, ChFC in 1987, and is a Virginia Licensed Insurance Consultant. He has been a securities registered representative with several companies and is currently a representative with National Planning Corporation, an independent insurance agent and a mortgage broker. Trow has also been an instructor on the subject of investing and planning, and has more than 26 years of experience behind him. John is a multi-disciplined professional. He earned a BA in Economics from Fairfield University, before acquiring his law degree at University of Georgia. Practicing estate planning law since the late 1980's gave Ryan a keen view of client needs in the financial planning part of the process; so he became a Certified Public Accountant. With an insatiable appetite for knowledge and perfection, Ryan then became a Certified Financial Planner™, and has earned the prestigious designation of Chartered Financial Analyst, a certification that identifies individuals who have met rigorous professional standards. Trow and John are recognized for their ability to grasp all the facets of your financial picture and to meticulously combine the many different pieces and options into a thoughtful plan. In tandem with their supporting team, Matthew Brennan, and Adam Smith, Trow and John deliver consistent service. The supporting team provides research, identifies trends, executes trades, manages details, and they analyze the results. They make recommendations, deliver the options to you, and are part of the evaluation process for each client. The unified perspective of considering tax, insurance, estate planning, risk tolerance, and wealth management tactics into each client's situation is integral to the success of the vision of our company. Dominion Wealth is known for their guardianship of complex portfolios; those that have multiple objectives including retirement funding, risk management, tax avoidance, wealth creation/preservation and family distribution. Some of their clients include: partners in law firms, business owners/stockholders, "single again" individuals, and technology developers. If you are looking for a team that takes all of your plans, history, ideas, habits and dreams into consideration...consider Dominion Wealth as your partner. |
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TrowBringing more than 26 years of experience, Trow helps identify the gaps between client goals and existing conditions, and fills the gaps with appropriate financial vehicles.
JohnWith degrees in law, accounting, financial planning, and financial analysis, John draws out the details that many overlook. His multi-dimensional perspective gives clients a distinct advantage when planning.
MattMatt is Dominion Wealth's Vice President of Planning and Investments. A graduate of the College of William & Mary with a B.A. in Economics and Government, Matt has been in the financial services industry since 2003. In addition to being a Series 7 and Series 66 licensed representative, he is also a Series 24 General Securities Principal and a Certified Financial Planner™. Matt works with clients to develop strategic portfolio allocations and is responsible for conducting in-depth financial planning analysis.
AdamAdam is the firm’s director of research and the company’s chief data analyst. Adam is responsible for research, portfolio reporting, and rebalancing. He participates in planning discussions and works with the rest of the team to build client portfolios. Adam is a 2006 graduate of Virginia Tech.