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  2. Our Approach
  3. How Your Assets are Managed

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.

Our Approach

  • Working With Us
  • How Your Assets are Managed
  • Portfolio Plus

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (818) 436-6670
Fax: (818) 436-6674
Toll Free: (888) 550-2080

Email: bdanelian@domariwealth.com

4450 W. Lakeside Dr. Suite 350, Burbank, CA 91505

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Securities offered through Kestra Investment 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 Management and Kestra IS are not affiliated.

Kestra IS and Kestra Private Wealth Services, LLC do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra Private Wealth Services, LLC makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra Private Wealth Services, LLC liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
 

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