725 Fifth Avenue, 23rd Floor
New York, NY 10022
SERVICES
Wealth Management And Investment Advisory Based On Data And Expertise
Navigating the volatile landscape of financial markets can be a complicated and stressful undertaking even for the most sophisticated investors. With Dominari Securities, you don’t have to face this challenge alone.
Dominari offers financial planning, investment management, insurance solutions, and estate planning for high-net-worth individuals. We specialize in working with entrepreneurs, company owners, and corporate executives.
Our advisors focus not only on managing and growing your assets but also on creating new sources of wealth to fuel progress toward your long-term financial objectives.
Financial Planning
Tailored Investment Advisory and Portfolio Management
Unique Access to Alternative Assets
Proactive Tax Optimization
Generational Wealth Strategies and Estate Planning
Strategic Philanthropic Planning
Financial Planning
Your Dominari advisor will create an integrated plan to guide you toward achieving your objectives, based on a deep understanding of your entire financial picture — both business and personal — as well as your risk tolerance, timeline, and unique circumstances.
Tailored Investment Advisory and Portfolio Management
Once your detailed financial plan is in place, we will implement an investment strategy tailored to your goals. We can build a portfolio based on your preferences, drawing upon diversified third-party managers, the universe of investable securities, and select private opportunities where appropriate.
Always cognizant of risk, we strive to achieve risk-adjusted return objectives while insulating clients from the impact of volatility and unforeseen market events.
Unique Access to Alternative Assets
We offer accredited investors a wealth of opportunities in this asset class. Through our investment banking and advisory relationships, we can provide access to private companies and pre-IPO unicorns. Finally, we can help you choose from myriad third-party hedge funds, venture capital, and private equity funds.
Proactive Tax Optimization
We partner with the most experienced tax, accounting, and legal professionals to ensure that your investments and financial plan are optimized for tax efficiency.
Generational Wealth Strategies and Estate Planning
We believe getting to know your family is a vital component in building our relationship. By starting financial conversations early, we ensure that future generations are well-equipped to assume the mantle of financial stewardship. Together, we strive to build generational wealth and create a legacy that lasts beyond your lifetime.
Strategic Philanthropic Planning
We help you create a plan for charitable giving that will allow you to support the institutions dear to you. The right strategy can generate significant benefits for you while promoting the causes close to your heart.
Philanthropic planning is one of our passions, given our work on the boards of organizations such as Lang Lang International Music Foundation, Lifeline New York, Project Rousseau, and the CIRSD (Center for International Relations and Sustainable Development).
