Delivering insightful advice Building on a foundation of trust

The Dolce Group Donn C. Dolce, John R. Doyle, Gregory Miller, Denise Manning, John Dolce, Elizabeth Rockwell, James T. Milde, John R. Cullinane Jr., James Douglas Milde, Cynthia A. Lashley, Bari Kramer

The Dolce Group






UBS Financial Services Inc.
750 Washington Blvd
11th Floor
Stamford, CT 06901

A planning-based approach to help you meet your goals

At The Dolce Group, we know that there's more to building the future you want for yourself and your family than just managing your stocks and bonds. It requires a comprehensive approach to wealth management that considers every aspect of your life. That's why we focus on developing a relationship with you that encompasses nine major aspects of your financial life:

  • Asset allocation
  • Disability protection
  • Statement of net worth
  • Education funding
  • Liabilities
  • Retirement planning
  • Tax situation 
  • Estate planning
  • Insurance assessment

You may not need advice on these areas all at once, but as each may play a significant role at some point in your life, it's important to align yourself with a team that has the experience and expertise to advise you every step of the way. By working closely with you and coordinating with your tax, legal and insurance advisors, we make sure you have the guidance you need to plan ahead with confidence


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