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Help clients achieve their business, financial and impact objectives by providing innovative solutions, best-in-class consulting, introductions to collaborators and funding sources.
Domenick Macri, Sr. started Macri Associates Consulting after 23 years in the wealth management working with clients while volunteering with local community nonprofits. In 2022, Domenick changed careers from wealth management to the nonprofit industry and quickly realized there was a tremendous need in the community for his specific skill set. Instead of working within one nonprofit organization, he felt he could better effectuate change by advising many businesses from startup, nonprofit, struggling businesses that needed ideas and support to ramp up sales.
Although Domenick’s career was primarily focused on Wealth Management, Family Office Management and Wealth Planning, he has volunteered his time on various nonprofit boards since 2005 when he joined the Neighborhood House Inc. Board of Directors and was trained in the Benevon Fundraising model. Whenever he volunteered on a nonprofit board, he was always asked to chair the development committee because of his outgoing personality, messaging, financial experience, and networking abilities.
As a Wealth Planner, Domenick worked with teams of specialists to create customized financial plans to help clients work toward their goals. His focus was on a range of financial strategies including asset allocation, retirement, education, charitable and wealth planning. He advised high net worth individuals, families, family offices, business owners, corporate executives, endowments and foundations on simplifying financial complexities through wealth planning and risk management. During his career, Domenick has developed expertise in financial and estate planning with a specialty in evaluating and assessing retirement needs for clients and their families.
Domenick has consulted with many startups, coaching leaders on growing their businesses, career changers who needed to understand how their skills were relevant in various industries, and mentors young professionals.
Domenick enjoys spending time with his wife, Jennifer, and two children, Domenick Jr. and Ava.
Education:
- Master of Taxation and Estate Planning Certificate, Villanova
University, Villanova, Pennsylvania
- M.B.A., Goldey-Beacom College, Wilmington, Delaware
B.A., Communications,
- La Salle University, Philadelphia, Pennsylvania
- Advanced Estate Planning (AEP) designation
- Six Sigma Yellow Belt Certification
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