Dornick Wealth Management Launches to Serve Families With Planning‑First Philosophy

DALLAS, July 15, 2025 /PRNewswire/ -- Dornick Wealth Management, a newly launched registered investment advisory firm, today opens its doors with a mission to provide families, business owners, and individuals with truly personalized wealth strategies that go beyond market performance. Headed by founder Levi Pettit, CFA, CFP®, Dornick offers clients a dependable "outsourced CFO" to help them achieve financial goals with clarity, coordination, and peace of mind.

"We measure success not by our assets under management, but by our clients' ability to achieve their goals," said Pettit. "Our role is to build discipline into the plan—so clients know exactly why they make a decision and feel confident making it."

A Planning‑First Model
Unlike traditional firms focused on performance benchmarks and product sales, Dornick begins with a comprehensive discovery conversation to understand each client's unique life goals—and then designs the financial roadmap around them. Whether planning for college, business transitions, estate legacy, or charitable giving, the firm uses customized investment portfolios and systematic decision frameworks to remove emotion and ensure consistency.

Family CFO, Not Just Portfolio Manager
Dornick goes beyond managing investments to coordinate across clients' professional advisors. The firm works alongside CPAs, estate attorneys, and insurance professionals as a central financial planning hub, crafting holistic solutions that take family dynamics and legacy into account. "We're not siloed; we partner with legal and tax advisors to look past gen one to gen two and gen three," said Pettit.

Disciplined Service, Tailored Attention
Focusing on meaningful relationships, Dornick keeps a limited client roster to offer more responsive, personalized service—whether that means quarterly check‑ins, weekend calls, or proactive risk discussions. The firm emphasizes transparent communication in plain language, helping clients assemble disciplined, adaptive planning structures.

About Dornick Wealth Management
Dornick Wealth Management is an investment adviser registered with the state of Texas that is dedicated to building long‑term client relationships through deep discovery, custom planning, and coordinated execution. With a team led by founder Levi Pettit, a CFA® Charterholder and CFP® Professional, Dornick guides individuals, families, and business owners toward confident and coherent decisions—whether dealing with market volatility, multigenerational planning, or lifelong wealth goals. For more information, visit www.dornickwealth.com.

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SOURCE Dornick Wealth Management