The Dowling Group Wealth Management is a well-respected financial firm that has been in business for over 25 years. With a team of experienced and knowledgeable advisors, the firm provides expert financial advice to clients from all backgrounds.
As a financial expert, The Dowling Group Wealth Management assists clients in achieving their financial goals through strategic planning and sound investment strategies. The firm prides itself on providing personalized services tailored to each client’s specific needs and goals.
How does the advisor help clients – Key Takeaways:
- Provision of personalized services based on individual client needs.
- Expertise in strategic financial planning and investment strategies.
- Over 25 years of experience in the industry.
- Commitment to helping clients achieve their financial goals.
Facts and Insights
The Dowling Group Wealth Management is a SEC-registered advisory firm located in New York. The firm has access to a wide range of resources and tools to help clients make informed decisions regarding their finances. The following are some key facts and insights about the firm:
- The firm has over $500 million in assets under management (AUM).
- There are 10 advisors on the team.
- The Dowling Group Wealth Management has been in business for over 25 years.
- The firm has a diverse client base, including individuals, families, and small businesses.
These numbers are publicly available on the firm’s Form ADV, which is filed with the Securities and Exchange Commission.
Assets Under Management, Number of Advisors and Time in Business:
| The Dowling Group Wealth Management | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | Over 25 years |
Financial Services Offered
The Dowling Group Wealth Management offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The Dowling Group Wealth Management serves a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Pre-retirees and retirees
- Young professionals
Fees & Compensation
The fee structure at The Dowling Group Wealth Management is transparent and based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only profits when the client’s investments grow.
The firm also offers fee-only services, meaning they do not earn commissions from selling financial products to clients. This ensures that the firm’s advice is unbiased and in the client’s best interest.
Background
The Dowling Group Wealth Management was founded in 1995 by John Dowling, a financial expert with over 30 years of experience in the industry. The firm has grown significantly over the years and now has a team of 10 experienced and dedicated advisors. The firm’s commitment to providing personalized services and helping clients achieve their financial goals has been key to its success.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of any potential conflicts of interest or past disciplinary actions. The Dowling Group Wealth Management has a clean record and no disciplinary actions on file with any regulatory body. Additionally, the firm is legally obligated to disclose any potential conflicts of interest to its clients.