Dornick Wealth Management

Overview

Dornick Wealth Management is structured as a limited liability company under individual ownership and provides fee-based portfolio management services charged as a percentage of assets under management. The firm serves both individual and family clients as well as institutional clients, with an advisory focus on portfolio management for individuals and small businesses. Dornick does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not advertise pension consulting or capital-allocation services.

Assets & Accounts

Investments & Alternatives