Our Heritage, Philosophy & Leadership

Who We Are

Founded in Delaware in 1980 by two brothers, Crowley Wealth Management is built on the belief that long-term client relationships and comprehensive financial coordination provide the only true foundation for lasting prosperity.

Founded in Delaware in 1980

A Family-Owned Advisory Legacy

At Crowley Wealth Management, we take a comprehensive approach to wealth management. We build long-term relationships with our clients in order to help them plan and achieve their financial goals.

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.

We guide our clients through all stages of wealth management including wealth accumulation, wealth distribution, and the transfer of wealth to future generations. Our firm was founded in 1980 by two brothers in Delaware, and we remain a family-owned firm serving clients all over the country. We operate as a fee-based, personal service business that you can trust. We do not sell financial products or earn commissions, and we are not a custodian.

Crowley Wealth Management advisors in an executive strategy meeting
Professional Credentials & Backgrounds

Our Leadership Team

Detailed profiles of the credentialed advisors dedicated to safeguarding and growing your family's wealth.

Frederick J. Crowley Jr., CFP®, MS, JD - President of Crowley Wealth Management
Executive Leadership

Frederick J. Crowley Jr. (“Fred”)

CFP®, MS, JD

Owner & President, Crowley Wealth Management, Inc.

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 continuously since 1982.

Fred is very active in the community. He has served on numerous boards, organizations, and committees. Throughout the years, Fred also enjoyed coaching and managing numerous youth sports teams. Fred likes to play golf and spend time with his family and friends. He enjoys living on his farm with his wife, Debi, and their twin sons, Dallas and Dakota.

CFP® Board Certified Since 1982 MS in Taxation (Widener) Juris Doctor (Widener Law) BS Accounting & BA Political Science (Delaware)
Robert A. Crowley, CFP®, CFA®, MBA, JD - Vice President of Crowley Wealth Management
Portfolio & Investment Strategy

Robert A. Crowley (“Bob”)

CFP®, CFA®, MBA, JD

Owner & Vice President, Crowley Wealth Management, Inc.

Robert A. Crowley (“Bob”) is an Owner and the current Vice President of Crowley Wealth Management, Inc. Bob is very active in all areas of the wealth management firm, but Bob is especially focused on the investment management side of the firm. Bob is extremely knowledgeable and has over 38 years of experience helping clients achieve their financial goals.

Bob obtained a B.S. in Business Administration with a concentration in Marketing from the University of Delaware, and an MBA with a specialization in Investments from George Washington University. In addition, Bob earned a Juris Doctorate from Widener Law School in Delaware. Bob is a Chartered Financial Analyst™ (CFA®) and a Certified Financial Planner™ (CFP®).

Bob is an active member in his community and an accomplished youth sports coach. Bob was an excellent athlete in college, and he shared his talents later in life by coaching all five of his children in many different sports. However, he is most passionate about soccer and has coached multiple youth soccer teams at very high competitive levels. Now that his children are grown, Bob enjoys spending time with his family, playing golf, watching the Philadelphia Flyers hockey team, and traveling. Bob and his wife, Mary, live in Chadds Ford, Pennsylvania, where they enjoy walking and hiking.

CFP® Certified CFA® Charterholder MBA in Investments (GWU) Juris Doctor (Widener Law) BS Business Administration (Delaware)
Shannon A. Dalle Pazze, JD - Director of Operations
Operations & Client Experience

Shannon A. Dalle Pazze

JD

Director of Operations, Crowley Wealth Management, Inc.

Shannon Dalle Pazze is the Director of Operations at Crowley Wealth Management, Inc. In this role, Shannon supports the management and strategic development of the firm. Shannon has been with the firm for almost a decade and is actively involved in all areas of client practice administration.

Shannon works diligently in order to ensure that our clients obtain the greatest experience possible. Her priority is to build long-term relationships with our clients, and she truly enjoys helping our clients and their families navigate financial milestones. Shannon earned a B.S. in Finance from the University of Delaware, and a Juris Doctorate from the Delaware Law School at Widener University.

Shannon has spent most of her recent years working for the firm and continuing her professional education. Shannon enjoys giving back to the community through volunteer work. In her free time, Shannon enjoys running, taking her dog for walks, and baking. Shannon and her husband, Mark, live in Chadds Ford, Pennsylvania.

Juris Doctor (Delaware Law School) BS in Finance (University of Delaware) Nearly a Decade of Firm Service
James P. Crowley, JD - Financial Analyst
Quantitative Analysis & Research

James P. Crowley

JD

Financial Analyst, Crowley Wealth Management, Inc.

James P. Crowley is a Financial Analyst at Crowley Wealth Management, Inc. In this role, James works closely with the firm’s senior 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 tracking.

He is responsible for collecting, tracking, and monitoring portfolio 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, and subsequently completed his Juris Doctor (JD).

During his time at Rollins College, James was a varsity athlete, Residential Assistant (RA), and coached youth sports in the Greater Orlando, Florida area. James is actively involved in his community today through his work helping children and teens develop their soccer skills. James resides in Chadds Ford, Pennsylvania, where he spends most of his free time raising his dog, Cedric.

Juris Doctor (JD) BA International Business (Rollins College) Marketing & Technology Lead
Our Enduring Commitment

The Crowley Wealth Advisory Philosophy

We built our practice on principles designed to eliminate conflicts of interest and ensure our clients' interests come first in every decision.

Fee-Based & Non-Commission

We do not sell proprietary financial products, earn trading commissions, or receive third-party kickbacks. Our compensation is transparent and aligned directly with your success.

Third-Party Institutional Safety

We never act as the custodian of your assets. All client investment accounts are maintained under your name at Charles Schwab & Co., providing segregated security and complete transparency.

All-Inclusive Service Model

Unlike firms that restrict their scope to asset picking, we integrate financial roadmaps, investment management, individual tax return preparation, and estate planning into a single advisory relationship.

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