Stay current with essential regulatory filings, multi-generational tax strategies, and ongoing fiduciary insights from Crowley Wealth Management.
Clear perspectives on fiduciary standards, compliance, and wealth preservation.
Wealthcare Advisory Partners LLC (“WCAP”), doing business as Crowley Wealth Management, has published its updated Form CRS. This brief summary document outlines the types of advisory relationships available, fee schedules, conflict mitigation standards, and regulatory history. As a registered investment advisor with the SEC, we are committed to complete transparency.
The updated Form ADV Part 2A Wrap Brochure is now available. This regulatory filing details the operational structure of our investment advisory services, how wrap fees are computed, portfolio manager selection, risk disclosures, and account minimums for clients managed through WCAP and Crowley Wealth Management.
Many investors experience a disconnect between their financial advisor and their independent tax preparer. At Crowley Wealth Management, our inclusion of individual income tax return preparation within our advisory model bridges this divide. Led by Fred Crowley (Master of Science in Taxation), we coordinate asset sales, dividend timing, and Roth conversions directly on your annual return.
True fiduciary independence requires the separation of investment advice from asset custody. Crowley Wealth Management does not hold custody of your funds. By partnering with Charles Schwab & Co., our clients benefit from an industry-leading financial institution providing independent statements, SIPC insurance protection, and 24/7 client portal access.
Contact our Chadds Ford office directly at (302) 994-4700. We welcome inquiries from current and prospective clients nationwide.
