The Dowling Group Wealth Management, located in Stamford, CT, provides comprehensive wealth management to individuals, families and small business. We tailor elegant strategies for creating and preserving wealth for those individuals, families and small businesses through cutom solutions. The Dowling Group Wealth Management is an independent registered investment advisor and public accounting firm that works with its clients on a fee only basis.
Our staff is comprised of certified public accountants, certified financial planners and enrolled agents. We utilize independent attorneys that specialize in estate, trust and business planning. We offer income tax preparation to our clients both as part of the comprehensive wealth management program and independent of the wealth management. Our insurance specialists design insurance investment strategies in coordination with the wealth advisory team. We welcome your inquiries both personal and professional.
Specialties
Wealth Planning and Management, Income Tax Preparation, Financial Planning, Investment Managament, Estate and Trust Planning, Risk Management
