Dornick Wealth Management Unveils Personalized Family Wealth Strategies

Dornick Wealth Management Unveils Personalized Family Wealth Strategies



In an exciting development within the financial advisory sector, Dornick Wealth Management has officially opened its doors. Headquartered in Dallas, the firm aims to revolutionize wealth management for families, business owners, and individuals by providing personalized strategies that prioritize planning over mere market performance. Founded by Levi Pettit, a CFA and CFP professional, Dornick Wealth challenges traditional advisory models by becoming a comprehensive financial partner, rather than just an investment manager.

A Mission to Serve Families



Launching with a commitment to serve its clients with an impressive set of goals, Dornick Wealth Management will primarily focus on understanding the unique life aspirations of each client. According to Pettit, the key to success lies not in the assets managed but in the clients' ability to meet their financial objectives. This philosophy shapes the foundation of their services, which feature personalized attention and clear communication. "We measure success not by our assets under management, but by our clients' ability to achieve their goals," Pettit stated.

The Planning-First Approach



Dornick’s planning-first model highlights an initial comprehensive discovery conversation. This sets the stage for a detailed financial roadmap, which is designed to align with the client's life goals. Whether it's planning for college, facilitating a business transition, crafting an estate legacy, or engaging in charitable endeavors, Dornick deploys tailored investment portfolios and systematic strategies that mitigate emotional decision-making and foster consistent results.

Through this innovative approach, clients receive more than just investment guidance. Dornick aspires to serve as a dedicated “outsourced CFO,” assisting clients in navigating the complexities of their financial landscape with clarity and peace of mind.

Coordination Beyond Investment Management



Unlike many firms that operate in silos focusing on performance and investment products, Dornick Wealth Management emphasizes partnership and collaboration. They actively engage with clients' existing professional advisors, such as CPAs, estate attorneys, and insurance agents, to deliver a cohesive financial planning experience. This not only ensures that family dynamics and legacies are considered but also guarantees that families receive a comprehensive and well-rounded financial plan.

Pettit reinforces the importance of this collaborative approach: "We’re not siloed; we partner with legal and tax advisors to look past gen one to gen two and gen three." This holistic view enables families to make informed choices that respect their entire financial ecosystem throughout generations.

Personalized Attention and Transparent Communication



Dornick places a significant emphasis on building meaningful relationships with clients. By maintaining a limited roster of clients, the firm can provide tailored, responsive service—ranging from quarterly check-ins to proactive discussions about risks and opportunities. This personalized attention is complemented by a commitment to transparent communication, enabling clients to fully understand their financial decisions and planning frameworks.

The firm strives to demystify the often complex financial jargon, making their processes accessible and understandable for all clients. This approach allows families to assemble disciplined, adaptive planning structures that evolve as their needs and circumstances change.

Looking Forward



As a registered investment advisory firm in the state of Texas, Dornick Wealth Management’s primary objective is to foster long-term client relationships built on trust and understanding. The team, led by Levi Pettit, is devoted to guiding families and individuals through various financial landscapes, helping them make confident and coherent decisions irrespective of economic realities. Their promise of an elevated advisory experience underscores the importance of comprehensive financial management practices that resonate with today’s families’ needs.

To discover how Dornick Wealth Management can transform your family's financial planning journey, visit www.dornickwealth.com for more details.

Topics Financial Services & Investing)

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