Contact & Client Portal
Whether you are considering a new advisory relationship, seeking guidance on a complex tax matter, or looking to access your Charles Schwab custodial account, our team is at your service.
Schedule a Consultation
Fill out the form below and one of our senior advisors (Bob Crowley, Fred Crowley, or Shannon Dalle Pazze) will reach out to schedule an introductory call.
Firm Contacts & Details
Geographic Base & Reach
Founded in 1980 in Delaware with offices serving Delaware, Chadds Ford, Pennsylvania, and clients nationwide.
Fiduciary Registration
Investment Advice offered through Wealthcare Advisory Partners LLC (“WCAP”), dba Crowley Wealth Management. WCAP is an SEC-Registered Investment Advisor.
Charles Schwab Client Portal
Current clients can log in securely to their Charles Schwab Custodial accounts to view real-time account balances, portfolio positions, transaction histories, and official tax documents (1099s).
Log In to Schwab Customer Center →Note: This links directly to the encrypted Charles Schwab login portal. Schwab is an independent third-party custodian.
Regulatory Disclosures & Documents
In compliance with SEC regulations, our public filings and relationship disclosures are readily available for prospective and current clients.
Form CRS (Customer Relationship Summary)
Outlines the relationships and services offered, standard of conduct, fees, conflicts of interest, and whether our firm or financial professionals have reportable legal or disciplinary history.
Form ADV Part 2A (Wrap Fee Brochure)
Provides detailed operational disclosures regarding our investment advisory practices, wrap fee program structures, portfolio management methods, and account minimums.
FINRA BrokerCheck Portal
BrokerCheck is a free tool to research the background, experience, and regulatory history of investment advisory firms and licensed financial representatives.