Building Wealth Management for the Next Generation: Levi Pettit’s Forward-Looking Strategy
The wealth management industry has traditionally catered to retirees and near-retirees, often overlooking younger professionals who are building wealth rather than preserving it. Levi Pettit sees this as a significant opportunity. At Dornick Wealth Management, the client base spans multiple generations, from next-generation wealth builders in their 30s and 40s to high-net-worth individuals preparing for […]