Beyond carefully managed asset growth, we pride ourselves on earning the precious gift of trust bestowed upon us by our clients.
We strive to earn your trust and loyalty by thoroughly understanding you, your family and your assets; and then craft a plan to achieve your financial goals while helping your family prosper and thrive. . . from one generation through the next.
The Doolin Group - Financial Advisors Celebrating 27 Years
At The Doolin Group, we are grateful for the trust our clients have bestowed upon us over the past 27 years. While our number one focus is managing your family’s asset growth, we bring our clients a much-needed new perspective on family wealth and family financial readiness for generational wealth transfer. We will work with you and your entire family to help prepare your beneficiaries to receive and manage assets in a manner to foster their development and lifetime goals.
Our Signature Service
The Doolin Group’s Signature Service is delivered by our six-person team of resourceful, caring and seasoned professionals. We have pioneered such concepts as team advisory services, client tailored (simplified) financial reporting, Client University, family financial education, family philanthropy, and the role of women as family financial leaders.
Client Education - The Cornerstone of Our Practice
Our hallmark annual event, Client University, is an opportunity for our client families, colleagues and guests to hear new ideas, learn new strategies and explore new topics about their investments and beyond. Each year, this invitation only event, created and hosted by The Doolin Group, offers nationally recognized speakers who are experts and thought leaders in their fields. In recent years, we’ve placed a special emphasis on topics of interest to the entire family.
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