Why Downing Street?

Not all financial planning firms are created the same. Many seem to see their job as persuading “customers” to buy “products,” in the form of investments and insurance. At Downing Street Wealth Management, we practice a “fiduciary” approach—one that puts you, —not us, at the center. We’re so confident in our value that we offer a no-questions-asked, 100% refund if we have not met your expectations within 90 days of signing your financial planning agreement. We are one of just a few financial planning firms in the nation to offer such a guarantee.

Always on your side

Downing Street's goals are simple: To help you realize your life goal by providing unbiased advice that is customized to meet your personal situation. To do that, we draw on two decades of experience and a broad expertise in planning, investing and managing risk. We not only look at ROI but also return on life events, your life.

A key service Downing Street provides, and most financial planners don't, is tax expertise. Taxes are a huge factor in every one's financial planning—and as CPAs, our estate tax and income tax expertise is second to none.

Built around your best interests

Underpinning Downing Street's comprehensive range of services is a compensation approach that puts us on the same side of the table as you. We don't accept sales commissions. Our fiduciary approach dictates that we instead charge a reasonable ongoing fee. We believe this;

  • eliminates conflicts of interest
  • ensures that our top priority remains your success

Why Choose Us

Not all financial planning firms are created equal.

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What We do

A comprehensive approach, putting your interests first.

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Who We Serve

Pre-retirees, Retirees, Women in Transition

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