Nicolaysen Wealth Partners

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

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your g...