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Dornick Wealth Management
Dornick Wealth Management is more than financial advisors—they serve as a family's outsourced CFO team. They provide comprehensive investment management and...
Overview
Dornick Wealth Management is more than financial advisors—they serve as a family's outsourced CFO team. They provide comprehensive investment management and financial planning with truly personalized guidance. Leadership includes a CFA Charterholder and CFP® Professional, offering sophisticated investment management and personalized advice that puts clients first.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Dallas
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Dornick Wealth Management?
The firm does not publicly disclose a named CIO or managing partner. Investment decisions are made collectively within a governance framework designed to balance the interests of the families using the platform (public record).
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