We strive to be trusted advisors and trusted friends.

If we can help you to plan well, we can help you to live well

CONTACT US TODAY

We strive to be trusted advisors and trusted friends.

If we can help you to plan well, we can help you to live well

CONTACT US TODAY

We strive to be trusted advisors and trusted friends.

If we can help you to plan well, we can help you to live well

CONTACT US TODAY

We strive to be trusted advisors and trusted friends.

If we can help you to plan well, we can help you to live well

CONTACT US TODAY

We strive to be trusted advisors and trusted friends.

If we can help you to plan well, we can help you to live well

CONTACT US TODAY

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 experience 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.

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

– Theodore Roosevelt

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

– Sister Mary Rose McGeady

Gene Dooley

Partner, Managing Director, Wealth Manager

Taryn Bertetto, CFP®

Partner, Vice President, Wealth Manager


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


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


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


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.



Gene Dooley
Partner, Managing Director, Wealth Manager
(737) 249-0501
[email protected]

Taryn Bertetto, CFP®
Partner, Vice President, Wealth Manager
(737) 249-0503
[email protected]

Our Office

The Dooley Group

The Dooley Group
Steward Partners
807 Las Cimas Parkway, Suite 325
Austin, TX 78746

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