Rochester Wealth Strategies
President and Wealth Manager
Fiduciary and fee-only financial planner located in Rochester, MI. Serving clients locally and across the country
Rochester Wealth Strategies is a Rochester, MI fee-only financial planner. Rochester Wealth Strategies provides conservative and comprehensive planning for a select group of professionals and business owners who are nearing retirement.
After graduating from Oakland University with a Master's Degree in Finance, Dominic Garcia 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™ through the College for Financial Planning. In addition, he has completed the education requirement for the CFP®. And in 2022, he was presented with his eighth 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 children 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.
Dominic Garcia is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Everyone deserves the same level of service and integrity. Whether you have $100,000 or $100,000,000, you are equally as important to us as a client. We realize that people appreciate the little things, from personally answering the phone when someone calls to taking the necessary time during a meeting to understand each person individually or as a family.
In our opinion, there is a big difference between just having an investment adviser versus having a relationship with someone who you know is truly keeping an eye on your portfolio and acting in your best interest. As a fiduciary, we want to ensure that you are covered in all aspects of your financial life. We want to be there for you not only if you have long-term questions about pension, social security, and healthcare, but also if you have immediate concerns such as buying a car, relocating, inheriting an estate, changing careers or going through a divorce. We are also there as a mentor for your children and those around you who need guidance getting started on the right financial path.
Sometimes the most important benefit to a client is knowing that their spouse or loved one is taken care of if anything were to happen to them. In realizing that it is not all about investments, many times you find that people want simplicity and to know that there is someone there to count on through every stage of their life.
As an Independent Registered Investment Adviser... our firm provides personalized financial advice to our clients, many of whom have complex financial needs. Because of our independence, we are not tied to any type of investment products. It is important that we provide ongoing advice and investment management based on our clients' objectives.
As a Fiduciary... we are held to the highest standard of care and are required to act in the best interest of our clients at all times. We are regulated by the state and required to implement certain practices to ensure conformance to the law.
As a Fee-Only advisory firm... we are not compensated based on the sale of a product. By removing the opportunity to obtain commissions, we avoid the incentive that is sometimes inherent with a fee-based advisor. A fee-only model helps ensure that we put the client's interest ahead of our own. It can be viewed as the most transparent and objective form of compensation.
Rochester Wealth Strategies, LLC is a Registered Investment Adviser.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Dominic Garcia is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Dominic Garcia is a Chartered Retirement Planning Counselor℠ (Learn More)
The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Dominic Garcia
439 S Main St
Rochester, MI 48307