Business Details
47 Years
experience
Your Trusted Partner for Financial Planning & Investment Management
The Dowling Group has been a trusted name in financial services since 1979, dedicated to providing personalized financial solutions to affluent families and business owners in Greenwich, CT, and beyond. Our team of award-winning CPAs and Certified Financial Planners combines decades of experience with a fiduciary commitment to act in our clients' best interests. We specialize in integrated wealth management, tax planning, investment management, and family office services, ensuring every strategy aligns with clients' unique goals and values. Our independent, client-first approach allows us to offer unbiased advice and tailored financial roadmaps. With a legacy of excellence and a focus on adapting to evolving financial landscapes, we empower clients to achieve long-term security and generational wealth.Our holistic methodology considers cash flow, tax efficiency, risk management, and estate planning to create comprehensive solutions. As a second-generation family business, we prioritize community engagement and ethical standards, supporting local charities and maintaining transparency in all client interactions. Our partnership with technology-driven platforms like Ethic enables clients to align investments with social values, reflecting our commitment to innovation and client-centric service. By combining rigorous analysis with personalized care, we help clients navigate complex financial decisions with confidence. Our four-step wealth management process ensures ongoing adaptability, ensuring strategies remain effective through life's changes and market shifts.
Services
Tax Preparation
Financial Planning
Investment Management
Wealth Management
Family Office Services
Estate Planning
Retirement Planning
Risk Management
Trust Administration
Charitable Giving
Details
- Year established: 1979
Highlights and features
- We offer 40+ years of combined experience in tax and wealth management.
- Our fiduciary standard ensures unbiased, client-first financial advice.
- We integrate CPA and CFP expertise for comprehensive financial strategies.
- Our partnership with Ethic enables values-aligned investment portfolios.
- We provide personalized service as an independent, family-owned firm.
Associations and certifications
- AICPA
- CFP Board
Services
Tax Preparation
Our CPA-led tax preparation covers individual, corporate, trust, and estate returns with strategic planning to minimize liabilities. We handle complex portfolios for high-net-worth clients while ensuring compliance with evolving regulations. Our approach combines technical expertise with proactive tax-saving strategies tailored to your financial situation.
Wealth Management
Integrated wealth management combines tax, investment, and estate planning to build generational wealth. Our fiduciary advisors create customized strategies addressing cash flow, risk management, and legacy goals. We coordinate with legal professionals to ensure comprehensive asset protection and transfer plans.
Investment Management
Tactical investment management balances capital preservation with growth potential using institutional-grade platforms like Fidelity and Schwab. Our strategies adapt to market changes while maintaining alignment with your risk tolerance and long-term objectives through regular performance reviews and adjustments.
Family Office Services
Comprehensive family office solutions manage multi-generational wealth including trust administration, philanthropy planning, and real asset management. We simplify complex financial lives through coordinated tax, legal, and investment services tailored to high-net-worth households.
Estate Planning
Our estate planning integrates tax-efficient strategies with legal documentation to protect and transfer wealth. Services include wills, trusts, gift tax planning, and probate guidance to ensure your assets pass according to your wishes while minimizing tax burdens.
People
Joseph M. Dowling
Founder & Chairman
With over 40 years of experience, Joe founded the firm in 1979 and specializes in advanced tax and estate planning for affluent families. He holds CPA licenses in Connecticut and New Jersey and has authored numerous industry publications.
Sean M. Dowling
President
A CFP professional since 2013, Sean leads wealth management strategies with 20+ years of experience in tax-efficient investing and fiduciary advisory. He holds FINRA Series 7, 55, 63, and 65 licenses.
Gregory Geller
Tax Manager
Greg brings 25+ years of public accounting experience specializing in tax compliance for high-net-worth individuals and corporations. A Pace University graduate, he's a member of the AICPA and focuses on strategic tax planning.
Carlton E. Anderson II
Private Wealth Manager
With 25 years at major institutions like Goldman Sachs, Carl focuses on estate planning and risk management. He holds Series 7, 55, 63, and 65 licenses and provides fiduciary investment advisory services.
Ryan Silver
Associate
Ryan supports wealth management strategies with a finance background from Sacred Heart University. He's pursuing securities licenses and specializes in financial performance reporting for high-net-worth clients.
Questions
What financial services does The Dowling Group offer?
We provide tax planning, investment management, wealth strategy, family office services, estate planning, and fiduciary advisory for affluent families and businesses.
Are you legally required to act in my best interest?
Yes, as fiduciaries, we're legally obligated to prioritize your financial interests in all recommendations and decisions.
How do you personalize financial plans?
Our four-step process combines cash flow analysis, tax optimization, risk management, and ongoing portfolio monitoring tailored to your specific goals.
Do you work with clients outside Greenwich?
While based in Greenwich, CT, we serve clients across Fairfield County, Westchester County, and through virtual consultations nationwide.
What fee structures do you use?
We offer transparent pricing through hourly rates, flat fees, or asset-based management fees depending on your service needs.
