The Dowling Group

Financial ServicesUnited States11-50 Employees

The Dowling Group provides comprehensive wealth advisory, income tax and asset management  to individuals, families and small business. We tailor elegant strategies for creating and preserving wealth for those individuals, families and small businesses through custom solutions. The Dowling Group is an independent registered investment advisor and certified public accounting firm that works with its clients on a fee only basis.  Located in Greenwich, CT since 1979

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.

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