Intentional Planning. Abundant Living
At Crowley Wealth Management, we help families pursue abundant living through thoughtful, personalized financial planning. Our process begins with understanding your unique goals and asking the right questions so we can connect every part of your financial life into a clear, cohesive strategy. By developing customized, easy-to-implement plans and coordinating with your trusted professionals when needed, we provide comprehensive guidance designed to help you pursue long-term financial confidence—so you can work out of desire, not necessity, while while striving to avoid common financial pitfalls along the way.
With nearly thirty years of experience, these principles create a collaborative environment that prioritizes transparency, collaboration, and comprehensive financial strategies.
At Crowley Wealth Management, our vision is to inspire abundant living, one family at a time.
Smart planning starts with asking the right questions, as well as understanding your financial needs and goals. Only then will we provide comprehensive wealth management advice and help connect all the pieces of your financial life into a cohesive plan for now and the future.
Our approach pulls together all the necessary pieces to implement a solid, long-term approach to your financial objectives. Our goal is to empower you to work out of desire, NOT necessity, while striving to help you avoid financial pitfalls along the way.
As full-service financial planners, we work with you to dig deep and discover your unique requirements. We believe that no two clients’ needs are the same, and your plan should be tailored to help address your needs and financial goals.
Crowley Wealth Management advisors will develop a customized plan aimed at being simple to understand and implement. If that means coordinating the plan with your tax or legal professionals, other family members, or business partners, we’re here to do that as well. The bottom line is, we work with you and for you.
Core Principles
We use our core principles as the foundation for every interaction we have with you. We are fully engaged in our relationships with our clients, offering personalized service and attention. We strive to act in our clients’ best interests.
Transparency
Collaboration and Cooperation
Transparency means our clients will always know whether they are on track to meet their financial goals. We are here to help clients measure the progress of their personalized plan and to help them pursue both their short and long-term goals.
Accountability
Responsibility For What We Do
Measuring our client’s progress, with each personalized plan, and helping them address both short and long-term goals.
Integrity
Consistency of Actions and Values
Our commitment is to put the needs of each client ahead of our own in every circumstance with a firm adherence to doing the right thing in a quality way. While market conditions and investment objectives may change, our adherence to ethical principles and soundness of character do not.
Effective Planning and Execution
Develop and Implement Well-planned Strategies
By helping clients plan and execute for their future, we strive to make their dreams a reality and provide confidence.
Our Services
At Crowley Wealth Management, we aim to provide investment planning, income planning, risk management, estate, and tax planning to help you pursue your financial goals.
Advisory Services
Business Services
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning
Our Mission
Together, at Crowley Wealth Management, we use the power of individuality to create an environment for open communication, personal growth, and collaboration. We take ownership in all that we do and will pursue financially successful outcomes for our clients.
Through intentional planning, we seek to inspire abundant living for all clients we serve. We seek to strengthen each client relationship over the long-term by attaining a deep understanding of what matters most to them. We continuously strive to exceed our clients’ expectations while making a meaningful difference in their lives. We developed our approach to help add clarity to all aspects of investment planning, income planning, risk management, estate planning, and tax planning. Our approach allows us to be dedicated advisors who work to deliver the sound and comprehensive financial advice that our clients deserve.
We believe it is our responsibility to focus on the places in your heart before the charts. Our goal is to help people improve their lives, make better choices about their money, and positively impact their financial wellness. This is our one, extraordinary, and obsessive focus.
By focusing on each investor’s specific needs, Terry develops strategies that help clients pursue their financial goals. Having worked as a Financial Advisor to both individual and institutional investors since 1984, he has gained a diverse experience across the financial services industry, which he uses to help clients craft tailored plans and strategies.
Background and Experience
For over 40 years, Terry has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Terry has dedicated his career to delivering the personalized investment planning services his clients deserve.
Terry began his career as a Financial Advisor with Merrill Lynch in Oakbrook, where he developed his fundamental investment knowledge. In 2002, he then joined AG Edwards, a predecessor firm of Wells Fargo Advisors, to take a team approach in providing personalized financial advice for individuals and families. In his role at Wells Fargo Advisors, Terry provided clients with high quality comprehensive investment planning in his role as Vice President of Investments.
As a Financial Advisor, Kyle is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. He goes to great lengths to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity.
Background and Experience
Kyle serves as a valuable asset to the team by providing clients with personalized retirement planning, estate planning, and other financial services. By working closely with clients, he can help choose retirement income strategies and structure estate planning around their needs, while also maintaining flexibility.
Kyle is a graduate of the University of Iowa and has a master’s degree from Northwestern University. Prior to joining Crowley Wealth Management, he worked with Schlumberger in Kuwait City, Kuwait. After returning home from the Middle East, Kyle worked for Lend Lease, a high-rise real-estate developer in Chicago. He then served as a Financial Advisor with Wells Fargo Advisors.
Education And Certifications
M.S. | STRUCTURAL ENGINEERING
Northwestern University
2011-2012
B.S. | CIVIL ENGINEERING
University of Iowa
2007-2010
Business Support
As investment professionals, Crowley Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Join Us for Coffee and a Second Opinion
When the markets turn volatile and confusing, as they have over the past decade, even the most patient investors may come to question the wisdom of the investment plan that they’ve been following.
At Crowley Wealth Management, we’ve seen a lot of difficult markets come and go. We certainly empathize with people who find the current environment troublesome and disturbing. We’d like to help if we can, and to that end, here’s what we offer.
A cup of coffee and a second opinion:
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals—what your investment portfolio is intended to do for you. Then we’ll review the portfolio for and with you.
If we think your investments continue to be well-suited to your long-term goals—in spite of the current market turmoil—we’ll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.
Get In Touch
If you have any questions or would like more information, please feel free to reach out. You can call our office or send us an email at your convenience. We’re here to help.