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$2.8 trillion
In invested assets globally
As of 06/30/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Account Vice President
Financial Advisor
Dominic joined the Northwest Wealth Management Group in August of 2015. Prior to joining the team he served as a Wealth Planning Associate 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 in Over the Rhine with his girlfriend, Megan. They take advantage of the many activities available in the city, including Reds and Bengals games. They enjoy skiing, wakeboarding, hiking or spending time with his parents at their Lake Laurel cabin.
Credentials
Account Vice President
Financial Advisor
Dominic joined the Northwest Wealth Management Group in August of 2015. Prior to joining the team he served as a Wealth Planning Associate 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 in Over the Rhine with his girlfriend, Megan. They take advantage of the many activities available in the city, including Reds and Bengals games. They enjoy skiing, wakeboarding, hiking or spending time with his parents at their Lake Laurel cabin.
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
