Crowley Wealth Management

Investment Management, Financial Planners, Financial Planning Consultants

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(302) 994-4700Call Visit WebsiteVisit Website Map & DirectionsDirections3201 Mill Creek RdWilmington, DE 19808 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 4:30 pm

Crowley Wealth Management

Tax Planning
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.

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Other Link: https://crowleywealthmanagement.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (302) 994-4700

Address: 3201 Mill Creek Rd, Wilmington, DE 19808

Website: https://crowleywealthmanagement.com

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Crowley Wealth Management

Tax Planning
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.
Charitable Giving
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.
Income Tax
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.

Investment Management
James P. Crowley is a Financial Analyst at Crowley Wealth Management, Inc. In this role, James works closely with the firm’s wealth managers in order to deliver comprehensive financial plans to our clients. James assists the wealth managers in the areas of market research and portfolio management. He is responsible for collecting, tracking, and monitoring data for the firm. James is also in charge of the firm’s marketing and technology initiatives. James earned a B.A. in International Business with a minor in Latin American and Caribbean Studies from Rollins College in Winter Park, Florida.
Wealth Management
Frederick J. Crowley Jr (“Fred”) is an Owner and the current President of Crowley Wealth Management, Inc. As President, Fred is very involved in all aspects of the firm. However, Fred’s greatest passion is building long term relationships with our clients and helping them achieve their financial goals. Fred has an extensive educational background and over 38 years of experience that allows him to advise our clients in all aspects of wealth management. Fred earned both a B.A. in Political Science and a B.S. in Accounting from the University of Delaware. Fred then went on to earn his Juris Doctorate from Widener Law School in Delaware, and a Masters in Taxation from Widener University. Fred is a Certified Financial Planner™ and he has held this designation since 1982.

Financial Planning
Asset 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.

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