Our insights. Your plan. Simplified.

Benefits from our collaborative approach

Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

Cincinnati Office

Dominic A. Palmisano, Jr.

Financial Advisor

Senior Retirement Plan Consultant

Dominic joined the Northwest Wealth Management Group in August of 2015, working with families and companies' retirement plans to help them plan for and achieve their financial goals. In 2012, prior to joining the team, he served as a Wealth Planning Analyst for UBS’ Cincinnati Complex where he focused on creating financial plans for UBS clients. Dominic was the sole planning consultant for 130 Financial Advisors and helped their clients organize their financial life through a comprehensive financial plan. The plans he constructed included retirement planning, education planning, estate planning, income protection, liability planning, executive compensation, employee benefits, business and succession planning, charitable planning, retiree health care planning, insurance planning and risk analysis and mitigation. 

Dominic lives on the westside of Cincinnati with his wife, Megan, and two young children, Oliver and Austen. They enjoy going to lake Laurel with his family, being involved in local parish life and attending the many festivities across the city.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • B.S. in Economics, The Ohio State University, 2010 - 2013

Credentials

  • Senior Retirement Plan Consultant
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor

Retirement Plan consulting
401(k) plan services
Financial planning
Business Owners
Retirement planning
Estate planning strategies
Custom portfolios
Investing
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
  • (513) 369-4151

Email Me

Dominic A. Palmisano, Jr. is also part of:
Northwest Wealth Management Group

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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Building multicultural wealth, together

Building multicultural wealth, together

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Workplace Wealth Solutions

Creating a truly rewarding workplace

Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

More than 160 years

offering financial advice

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