Robert A. Crowley
CFP®, CFA®, MBA, JDOwner & Vice President
Leads investment management and portfolio strategy with over 38 years of experience. Former collegiate athlete and accomplished youth sports coach.
Building Long-Term Relationships Founded on Fiduciary Trust
Comprehensive Wealth Management
Financial Planning
Investment Management
Tax Planning
Estate Planning
An independent, family-owned, fee-based financial advisory firm founded in 1980 in Delaware. We guide clients across the United States through every stage of wealth accumulation, wealth distribution, and generational transfer.
1980
Founded in Delaware
40+ Yrs
Advisory Continuity
100%
Fee-Based Fiduciary
Schwab
Institutional Custody
Our Firm & Philosophy
Who We Are
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, with advanced credentials including CFP® (Certified Financial Planner), CFA® (Chartered Financial Analyst), Juris Doctorate (JD), and Master’s in Taxation.
At Crowley Wealth Management, 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.
Professional Advisory Team
Meet Our Leadership
Decades of multi-disciplinary legal, tax, and investment expertise dedicated to your family's financial security.
Fred Crowley
CFP®, MS, JDOwner & President
Firm President focusing on comprehensive wealth planning and client relationships. CFP® continuously since 1982 with a Master’s in Taxation.
Shannon A. Dalle Pazze
JDDirector of Operations
Directs operational management, practice development, and client service delivery. Associated with Crowley Wealth Management for nearly a decade.
James P. Crowley
JDFinancial Analyst
Conducts market research, quantitative analysis, data monitoring, and financial plan modeling. Leads marketing and technology initiatives.
Integrated Wealth Capabilities
What We Do
With our in-depth knowledge of all areas of wealth management, we take care of every aspect of your financial life. Our goal is to help you and your family simplify the wealth management process, reduce unnecessary costs, and optimize total financial resources.
Financial Planning
Financial planning is at the heart of what we do for our clients. Our experienced staff completes a comprehensive evaluation of your income, expenses, benefits, assets, and liabilities.
Then we work closely with you to develop a customized financial roadmap designed to help keep you financially independent in your retirement years and meet your future goals. We not only help you plan for events like retirement, family gifting, and charitable endeavors, but we also help you evaluate, understand, and proactively manage risks throughout the process.
- Retirement cash flow & withdrawal modeling
- Executive benefits & compensation review
- Philanthropic & family gifting strategies
- Comprehensive risk analysis & insurance audit
Investment Management
We strongly believe in the core concepts of disciplined asset allocation and broad portfolio diversification. We work with clients to evaluate and implement the correct mix of investments suitable to their age, risk tolerance, and long-term milestones.
We closely monitor the financial markets and our clients' investments. We regularly review investment choices with clients and make dynamic rebalancing changes in order to stay current with evolving goals. As truly independent advisors, we leverage trusted institutional custodians (Charles Schwab) to manage and safeguard client investments.
- Institutional custodial safety via Charles Schwab
- Disciplined multi-asset class diversification
- Tax-efficient asset location & rebalancing
- No proprietary products or commissions
Tax Planning & Return Preparation
We take wealth management a critical step further than most advisors: we not only help you understand and manage your tax liabilities, but we also actively prepare and file your Individual Income Tax Return.
As part of our continuous service, we routinely monitor your tax situation year-round, developing and implementing plans to fulfill obligations smoothly and minimize tax drag. Additionally, our advisors hold advanced degrees in taxation to guide you through unique and complex tax circumstances.
- Annual Individual Income Tax return preparation
- Continuous year-round tax liability monitoring
- Roth conversion & distribution optimization
- Master's in Taxation (Widener University) leadership
Estate Planning
Estate planning is not something you typically evaluate every year. However, when the need arises, our advisors collaborate with you and other licensed legal professionals to understand your intentions and establish an appropriate estate structure that safeguards your legacy.
Because our advisors maintain an intimate day-to-day familiarity with all of your assets, liabilities, and family dynamics, we ensure every holding is accounted for, titled correctly, and aligned with your intergenerational wishes.
- Generational wealth transfer coordination
- Asset titling & beneficiary designation audits
- Seamless collaboration with your estate attorney
- Three in-house Juris Doctor (JD) legal backgrounds
Why Families Choose Us
The Crowley Fiduciary Standard
How our independent, integrated model contrasts with traditional brokerage houses and retail advisory firms.
| Advisory Dimension | Crowley Wealth Management | Traditional Brokerage Firms |
|---|---|---|
| Fiduciary Duty | Strict Fiduciary Standard — legally obligated to act in your best interest at all times. | Often held only to the lower "suitability" standard, permitting sales of higher-commission products. |
| Compensation Model | 100% Fee-Based. No product commissions, 12b-1 fees, or revenue-sharing kickbacks. | Commission-driven, transaction fees, and hidden spreads on proprietary funds. |
| Tax Return Preparation | Directly included. We prepare and file your Individual Income Tax returns in-house. | Excluded. Disclaimers require you to find and pay a separate third-party CPA. |
| Asset Custody Safety | Independent third-party institutional custody through Charles Schwab & Co. | Self-custody where brokerage acts as both broker and custodian, creating conflict. |
| Team Credentials | CFP®, CFA®, JD, MS in Taxation, MBA in Investments. | Primarily product sales representatives and general securities brokers. |
| Advisor Continuity | Family-owned firm established in 1980 with multi-decade client relationships. | Frequent advisor turnover, reassignment to call centers, and corporate mergers. |
Timely Guidance & Updates
News & Market Insights
Perspective on market conditions, regulatory changes, and proactive financial strategies.
Form CRS Customer Relationship Summary
Review our updated Form CRS disclosure detailing our fiduciary standards, fee arrangements, service scopes, and regulatory history as filed with the SEC.
Integrated Individual Tax Planning
How coordinating portfolio rebalancing with active tax preparation shields family wealth from unnecessary capital gains and optimizes retirement income.
Navigating Market Volatility with Asset Allocation
Why 40+ years of advisory experience demonstrates that disciplined asset allocation and long-term diversification consistently outperform speculative market timing.
Start a Conversation
Schedule a Complimentary Consultation
We invite you to reach out to introduce yourself and discuss how our fee-based, all-inclusive advisory package can benefit you and your family.
Send Us a Confidential Message
All inquiries are handled with strict fiduciary confidentiality.
Direct Firm Contact
Telephone
Geographic Service
Founded in Delaware with offices serving Delaware, Chadds Ford, Pennsylvania, and clients nationwide.
Hours of Consultation
Monday – Friday: 8:30 AM – 5:00 PM EST
Evenings & weekends by appointment.
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