Comprehensive Wealth Management

Building Long-term Relationships

Financial Planning • Investment Management • Tax Planning • Estate Planning

Who We Are

At Crowley Wealth Management, we take a comprehensive approach to wealth management. We build long term relationships with our clients in order to help them plan and achieve their financial goals.

Unlike most other financial firms, Crowley Wealth Management goes above and beyond by delivering a package of services to clients that encompasses and coordinates all areas of personalized wealth management. We offer a truly unique and all-inclusive service. The advisors at Crowley Wealth Management specialize in financial planning, investment management, tax planning, and estate planning. They have extensive backgrounds in all areas of wealth management, and over 38 years of experience helping clients reach their financial goals.

At Crowley Wealth Management, we guide our clients through all stages of wealth management including wealth accumulation, wealth distribution, and the transfer of wealth to future generations. Our firm was founded in 1980 by two brothers in Delaware, and we remain a family-owned firm serving clients all over the country. We operate as a fee-based, personal service business that you can trust. We do not sell financial products or earn commissions, and we are not a custodian.

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Robert A. Crowley

CFP®, CFA®, MBA, JD

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Fred Crowley

CFP®, MS, JD

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Shannon A. Dalle Pazze

JD

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James P. Crowley

BA

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What We Do

With our in-depth knowledge of all areas of wealth management, we take care of every aspect of your financial life. Our goal is to help you and your family simplify the wealth management process, reduce costs, and optimize your resources.

Contact us for a free initial consultation; we would love to introduce ourselves and discuss how we may be able to help you today.

Learn more…

Financial Planning

Investment Management

Tax Planning

Estate Planning

Financial Planning

Financial planning is at the heart of what we do for our clients. Our experienced staff will complete a comprehensive evaluation of your income, expenses, benefits, assets, and liabilities. Then they will work with you to develop a customized financial plan designed to help keep you financially independent in your retirement years and meet your future goals. We not only help you plan for events like retirement, and family or charitable gifting, but we also help you evaluate, understand, and manage any risks in the process.

Investment Management

We strongly believe in the core concepts of asset allocation and portfolio diversification. We work with clients to evaluate and choose the correct mix of investments that is suitable to his or her age, risk tolerance, and future goals. We closely monitor the markets and our client’s investments. We regularly review investment choices with clients and make changes in order to stay current with our client’s particular financial goals. As truly independent advisors, we work with trusted custodians to manage our client’s investments.

Tax Planning

We take wealth management a step further than most advisors by not only helping you understand and take care of your tax liabilities, but by also preparing your Individual Income tax return. As part of our service, we routinely monitor your tax situation, and we develop and implement a plan in order to help you timely take care of your tax obligations. Also, we advise clients on how to best handle unique tax situations that may arise from time to time.

Estate Planning

Estate planning is not something you typically have to consider every year. However, when the need arises, our advisors will work with you and other licensed professionals in order to understand your intentions and help ensure that you will establish an appropriate estate plan that meets your needs. Our advisors have a close familiarity with your assets, and they have extensive education in this area of wealth management. This knowledge will allow them to make sure all of your assets are accounted for in your estate plan, and that your estate plan is the right plan for you.

2021 American Rescue Plan

Are you curious about the tax credits offered by the American Rescue Plan? Take a look at this article that describes what credits and rebates are in the $1.9 trillion Covid relief bill.

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Source: Investment News

Qualified Charitable Distributions

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