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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
Education
Credentials
Dominic A. Palmisano, Jr. is also part of:
Northwest Wealth Management Group
Lets connect
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.
Education
Credentials
Dominic A. Palmisano, Jr. is also part of:
Northwest Wealth Management Group
Lets connect
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.
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.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
More than 160 years
offering financial advice
