SV Investment Partners

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

The Dowling Group is an independent family business based in Greenwich, CT, with over 40 years of experience in providing excellent financial services and advice to their neighbors. They are driven by their mission to deliver personalized financial plans that cater to the unique needs and goals of each client, offering services such as tax preparation, financial planning, investment management, and family office solutions. Committed to making a positive impact, the Dowling Group partners with Ethic, a tech-driven asset manager, to align clients' investment portfolios with their social values and beliefs, addressing issues like climate change, women's rights, racial justice, and corporate ethics. As an independently owned and operated firm, they follow the fiduciary standard, ensuring unbiased financial advice for their clients.Generated from the website

The Dowling Group, based in Greenwich, CT, is an independent family-operated business that has been providing comprehensive financial services since 1979. With a team of award-winning CPAs and financial advisors, they offer tailored solutions in income tax preparation, financial planning, investment management, and wealth management, ensuring that clients receive unbiased advice that aligns with their personal values. Committed to making a positive impact, The Dowling Group integrates social values into investment portfolios while guiding clients through significant financial planning changes, such as those introduced by the SECURE Act. Their collaborative approach combines expertise in tax, investment, and legal sectors, resulting in personalized financial strategies that cater to individual needs. Generated from the website