The financial services industry faces a fundamental challenge: how to leverage technology for efficiency while maintaining the personal relationships that define quality wealth management. Levi Pettit believes he has found the balance.

At Dornick Wealth Management, technology serves as an enabler rather than a replacement for human expertise. The firm uses advanced financial planning software and client portals to streamline operations, but personal interaction remains at the core of the service model.

“One of our goals at Dornick Wealth Management is to be really tech leading,” Pettit explains. “We want our clients to access all the information that we’ve discussed with them simply by just logging in through a portal.”

This approach addresses a common frustration among wealth management clients: the difficulty of accessing their own financial information. By providing comprehensive digital access, Dornick empowers clients while reducing routine administrative tasks for advisors.

The technology strategy reflects Pettit’s broader philosophy about innovation in financial services. Rather than viewing artificial intelligence and automation as threats, he sees them as tools that can enhance client service quality.

“AI needs to be viewed as a productivity tool,” he states. “It’s only just going to make things more productive for us, and ultimately give us the ability to spend more time with clients.”

This perspective stems from Pettit’s experience in various financial services roles, where he observed how the right technology can eliminate friction in client relationships.

The firm’s technology infrastructure also provides access to investment opportunities and analysis tools typically available only to institutional investors. This democratization of sophisticated financial technology represents a key differentiator for Dornick.

“Since we are a registered investment advisor, we have access to technology and tools that individual investors don’t have access to,” Pettit notes. “By working with us, we provide access for our clients to those technologies and those tools.”

However, the accomplished finance professional is careful to emphasize that technology supplements rather than replaces human judgment and relationship building.

“You can call us if you need help accessing certain information, but our goal is that you don’t have to call us to access your information,” he explains.

This balanced approach positions Dornick to serve clients who expect both cutting-edge technology and personal attention. For Pettit, the future of wealth management lies in seamlessly integrating both elements.

Stay updated with Levi’s insights on technology and financial services innovation.