We strive to be trusted advisors
and trusted friends. If we can
help you to plan well, we can
help you to live well

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Our Mission

Our Mission

Planning is at the core of everything we do. Whether you are purchasing a new home, putting your kids through school, changing your career, going on a dream vacation, or looking to retire, a well-orchestrated plan helps you to accomplish your goals with confidence. The Dooley Group has the expertise and tools to help you create and execute a financial plan that works best for you.

Our Vision

We are passionate about helping our clients achieve their hopes and dreams. Our greatest satisfaction comes from knowing that we have made a difference in someone’s life. We strive to be trusted advisors and trusted friends. If we can help you to plan well, we can help you to live well.

Our Vision
Team Photo

The Dooley Group

We strive to be trusted advisors and trusted friends. If we can help you to plan well, we can help you to live well.

Gene

"People don’t care how much you know until they know how much you care”

– Theodore Roosevelt

Wes

“Those who devote their lives to a cause greater than themselves always find a larger, fuller life than the one they remembered.”

– Wilbert E. Scheer

Taryn

“There is no greater joy nor greater reward than to make a fundamental difference in someone’s life”

– Sister Mary Rose McGeady

Our Investment Philosophy

We Believe

that what you keep is more important than what you make, so we design portfolios to be tax-efficient.

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We research

extensively -- analyzing numerous sources of information available before forming opinions on the markets or investments.

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We manage

portfolios actively, yet tax efficiently, building portfolios with the securities, strategies, and managers we believe will best meet each client's distinct goals.

We work

transparently -- helping our clients stay informed about what's going on with the market and with each investment, so they can become better investors over time.



Click HERE to learn more about our Investment Philosophy

STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
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Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

Blog

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

The Dooley Group
Gene Dooley
Partner, Managing Director, Wealth Manager
(737) 249-0501
gene.dooley@stewardpartners.com

Wes DeVoe
Partner, Vice President, Wealth Manager
(737) 249-0502
wes.devoe@stewardpartners.com

Taryn Bertetto, CFP®
Partner, Vice President, Wealth Manager
(737) 249-0503
taryn.bertetto@stewardpartners.com

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