The Wedmont Difference.
High-net-worth families face a litany of complicated issues when it comes to managing their finances. The impact of even minor mistakes can have significant and irreversible monetary implications.
But the current model for delivering advice is often incapable of providing the quality of advice that successful families deserve. Too often, successful investors and families are forced to pay exorbitant fees for bad advice, tax-inefficient investment portfolios, and a terrible client experience rife with conflicts.
We believe the industry is in need of a transformative model. One where high-net-worth investors receive the quality advice they deserve for a fair and transparent fee.
This is Wedmont. This is private wealth management built for the future.
Dominic Corabi, CFP
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Dominic Corabi, CFP, is co-founder of Wedmont Private Capital.
Previously, he was Chief of Staff of the Financial Advisor Services division of Vanguard. Prior to that he served as an advisor to UHNW families at Credit Suisse.
Before his civilian career, Dominic served as an officer in the Marine Corps. He commanded a Scout Sniper platoon and deployed his unit twice, including a combat deployment to Al Anbar Province, Iraq. After his promotion to captain, Dominic led an officer recruiting station and was responsible for developing Marine officer candidates.
Dominic is a graduate of the United States Naval Academy and received his MBA from the Wharton School at the University of Pennsylvania.
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James Pelletier is co-founder of Wedmont Private Capital.
Previously, he was Vice President and Private Wealth Advisor within the UHNW division of UBS. Prior to that he served as an advisor to UHNW families at Credit Suisse.
A FORBES recognized financial advisor, James is passionate about working with clients and veterans.
James is a graduate of Bates College and received his MBA from the Carroll School of Management at Boston College.