Levi Pettit, a financial professional with a CFA® and CFP® designation, has recently launched Dornick Wealth Management, a boutique firm that focuses on goal-oriented financial planning rather than just chasing raw returns. Pettit’s approach emphasizes understanding each client’s complete financial situation to tailor investment strategies that align with their specific goals, such as funding education, charitable giving, or early retirement.
One key aspect of Dornick’s model is the “Family CFO” approach, where the firm acts as an outsourced chief financial officer for client households. Instead of a sales-driven approach, Pettit and his team aim to provide strategic financial guidance and support to help clients make informed decisions about their finances. This personalized approach limits each advisor to a maximum of 50 client households to ensure quality service and deep client relationships.
Dornick Wealth Management measures success not by traditional business metrics like asset growth, but by the achievement of client goals. Pettit believes that focusing on client satisfaction and referrals leads to sustainable business success in the long run. By prioritizing client relationships over rapid expansion, Pettit aims to create a more satisfying wealth management experience for both advisors and the families they serve.
