How Your Assets are Managed
We have the unique advantage of having complete and total freedom to manage our client’s wealth in a way that bests suits their own goals and objectives, not in the interest of some corporate management team at a big financial services firm. Domari Wealth Management is focused on the long-term relationship with the client. We make decisions focused on preserving the client relationship, not maximizing short term revenues.
We are however not an island out on our own. Domari Wealth Management is part of Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent Registered Investment Advisor established by veterans of the financial services industry with the expressed purpose of setting experienced financial advisors free. Kestra Private Wealth Services, LLC is dedicated to the belief that the advisor-client relationship is paramount. This relationship depends on trust, flexibility, freedom of investment choice and an advisor’s ability to offer effective, comprehensive advice and service in a conflict-free environment.
It is through our connection with Kestra Private Wealth Services, LLC that allows us access to a world class, and transparent platform to operate from, where the variety of investment choices we can offer our clients vastly exceeds that of a traditional investment firm. We have access to a broad array of financial vehicles depending on our clients' needs and interests; however we believe, because we are independent and free of conflicts of interests our clients can be assured that the investment choices we recommend are made with their interests in mind.
Also, the Kestra Private Wealth Services, LLC platform offers a multi-custodian offering. This means our clients not only have frequent face-to-face meetings with their investment team, but also receive monthly statements from a trusted third party custodian and have complete, direct online access to their accounts. Our clients can review holding information, performance and transaction history on their own anytime they wish.
Securities offered through Kestra Private Wealth Services, LLC (Kestra IS) member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Domari Wealth Management is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Domari Wealth Managemetn and Kestra IS are not affiliated.