Domenica Lurvey
Financial Advisor, Tax Specialist
CFP®, MSM
Domenica Lurvey is a CERTIFIED FINANCIAL PLANNER® professional and Tax Specialist serving Allworth’s Lynnfield, Massachusetts, office. With more than a decade of experience in the financial services industry, she specializes in comprehensive wealth planning, drawing on a background that spans both client advisory and operational leadership. Her diverse experience allows her to bring a thoughtful, well-rounded perspective to helping individuals and families pursue their long-term financial goals.
Prior to Allworth, Domenica served clients as a financial advisor at Sachetta, LLC, a Lynnfield-based wealth management firm that partnered with Allworth in 2026. Her background also includes roles with a variety of RIA firms and insurance companies, most recently serving clients at New York Life. Her experience across multiple financial organizations has given her a broad understanding of the wealth planning process and a deep appreciation for delivering personalized guidance tailored to each client’s unique needs.
Domenica earned her bachelor’s degrees in Economics and Political Science, along with a Master of Science in Management, from Merrimack College.
My process begins with meaningful conversations and active listening. I take the time to understand not only a client’s financial situation, but also what brought them to financial planning, what matters most to them, and what they hope to accomplish over the long term. That understanding creates the foundation for recommendations that are thoughtful, personalized, and aligned with their goals.
From there, we build a comprehensive financial plan that reflects both their current circumstances and future aspirations. I believe it’s important for clients to understand the recommendations we make together, so I take the time to explain their options and answer questions along the way. Just as importantly, I view financial plans as living documents, designed to evolve as life, priorities, and opportunities change.
Throughout our time together, my clients can expect a collaborative and responsive relationship built on trust, open communication, and education. I strive to create an environment where clients feel comfortable discussing their finances, asking questions, and revisiting their plan whenever needed. My goal is to help each client feel informed and supported as they make important financial decisions throughout every stage of life.
What I enjoy most about being a financial advisor is the opportunity to build meaningful relationships with the people I serve. Every client has a unique story, and I genuinely enjoy learning about the experiences, values, and goals that shape their financial decisions.
One of the most rewarding parts of my work is helping clients navigate life’s important milestones. Whether it’s purchasing a first home, saving for a child’s education, preparing for retirement, or achieving another personal goal, I find great fulfillment in helping turn those aspirations into reality.
Over time, those moments become part of a much bigger story. Being able to support clients through different stages of life and see the lasting impact of thoughtful financial planning is what continues to make this profession so meaningful to me.
CFP®: CERTIFIED FINANCIAL PLANNER® professional
MSM: Master of Science in Management
I love getting to know each client’s unique story and helping them turn their financial goals into reality.
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