Dornick Wealth Management

Dornick Wealth Management provides wealth management and financial planning services to high‑net‑worth individuals, focusing on ongoing investment management, personalized financial planning, and project‑based engagements. The firm’s services cover a broad set of planning topics — including retirement, estate, tax planning considerations, employee benefits, and college savings — and it advises on traditional and alternative investments when suitable.

The firm’s investment process centers on asset allocation informed by modern portfolio theory and a combination of passive and active strategies, implemented on either a discretionary or non‑discretionary basis as agreed with each client. Dornick delivers individualized financial plans at no additional charge and uses custodial and technology platforms, including a model marketplace service, to implement and support client portfolios.

Noteworthy features for a small advisory team include a concentrated client roster with a high account minimum and an explicit focus on HNW clients while excluding non‑HNW individual retail clients. Dornick also follows several less common operating practices: it does not aggregate client trades into block orders, it does not vote client proxies, and it describes itself as a fee‑only adviser that provides project‑based planning without a separate fee.