Dornick Wealth Management

Dornick Wealth Management serves individual investors with an emphasis on high‑net‑worth clients and charitable organizations, delivering wealth management that combines discretionary investment management and comprehensive financial planning. The firm operates on a fee‑only basis with percentage‑of‑assets fees and generally maintains a $1,000,000 account minimum that may be waived on a case‑by‑case basis.

Investment decisions are guided by asset allocation and modern portfolio theory, blending passive and active strategies with a long‑term orientation and the selective use of alternative investments after due diligence. Dornick provides ongoing portfolio supervision and offers financial planning, including project‑based planning engagements that are provided at no charge and monitored over the year if desired.

Distinctive aspects include a deliberate focus on high‑net‑worth clients and an explicit exclusion of non‑HNW individual retail clients, a practice that is relatively uncommon among similar supported firms, along with a small client base and a recent firm formation. The firm does not aggregate or block trades, relies on custodial statements rather than issuing its own written performance reports, and its advisory personnel have notable outside business activities and professional credentials—factors clients may want to review when considering service model and advisor availability.