How Would You Like to Keep Your Money and Your Peace of Mind?
A Holistic Approach to Wealth Management
Managing your finances—whether addressing short-term tax issues or long-term assurances—can be overwhelmingly complex. Worse, there are many routes to both success and failure, sometimes with only a nuance of difference. Between changing laws and business conditions, it can be the worst kind of moving target.
The good news is, the earlier you begin to take charge of this problem, the better your chances of successfully reaching your goal. But the choices you make need to be the best ones for your unique situation.
The Dowling Group has helped its clients manage their wealth holistically since 1979, assisting with Income Tax Compliance, Financial Planning, and Investment Management. Our knowledge and experience allow us to manage short-term issues while keeping the long-term vision in mind.
A Trusted Member of the Community
The Dowling Group professionals take personal interest in each client. Our firm has been rooted in Greenwich for decades, and as a result we feel a responsibility to serve and better that community. We approach every case on an individual basis, understanding the far-reaching effects of what we do.
Envision the lifestyle you and your family hope to attain—are there sufficient forces at work to make that happen? Do you have the understanding, experience, and dedication to nurture them as you age? Contact us for a free consultation to discuss how we can help you to arrive at your goal.
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Independent Investment Management
For the last 25 years, the Dowling Group has managed investments according to each client's overall plan and long term performance expectations. We are not return chasers or market makers. Instead, we look to insulate you from volatility wherever possible and provide the best returns for your levels of risk.