Meet Five Star Wealth Manager , an award-winning wealth manager in Rochester, MI.

PROFESSIONAL PROFILE

Contact Me

Rochester Wealth Strategies

439 S Main St, Suite 250

Rochester, MI 48307

Office: 248-434-6550

Team@RochesterWealthStrategies.com
www.RochesterWealthStrategies.com

Professional Approach

After graduating from Oakland University with a Master's Degree in Finance, Dominic began his career with a concentration on comprehensive wealth management. He furthered his education at Walsh College by completing courses in risk management, investment analysis, income tax, estate planning, and retirement planning.

He has achieved the designations of Financial Planning Specialist and Chartered Retirement Planning Counselor SM through the College for Financial Planning. In addition, he has completed the education requirement for the CFP®. And in 2023, he was presented with his ninth Five Star Wealth Manager Award as announced in Hour Detroit, The Wall Street Journal, and Forbes magazine.

The creation of Rochester Wealth Strategies came from a desire to build a culture that was truly dedicated to clients and the community. Though grateful for the 11 years he spent as a Vice President and Senior Portfolio Manager for his previous firm, Dominic wanted to establish a client experience that was more personalized and one that differentiated itself from the industry. Today, he works side-by-side with his clients to help them create roadmaps for retirement, in addition to providing income and legacy planning thereafter.

The opportunity to live and work in Rochester has created a passion towards supporting the local community. Dominic is an active member of the Rochester Chamber of Commerce and the Rochester Downtown Development Authority. His local involvement continues as he taught Chess at the Rochester OPC (Senior Center) and as a parishioner of St. Irenaeus Catholic Church. He also “attempts” to play golf as a proud member of the Rochester Businessmen's Golf League.

On a personal level, Dominic is married with four children. During his free time, he loves teaching his sons any new hobby; especially fishing, skiing, and basketball. Whether he is biking on the Paint Creek Trail, hanging out in the Rochester Municipal Park, eating at Rochester Mills, or trying to fit in play structures at Rochester Play, you will usually find him around town with his family.

See Accomplishments

This award was issued on 5/1/24 by Five Star Professional (FSP) for the time period 9/5/23 through 2/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3651 Detroit-area wealth managers were considered for the award; 278 (8% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 274, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12.

Click to access BrokerCheck

Rochester Wealth Strategies, LLC is a Registered Investment Adviser.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.