DOCK STREET, founded in 1989, is a Greenwich-based firm offering Investment Planning services for families and individuals. With over 30 years of financial expertise, they provide clients with a realistic view of their financial future based on long-term trends, aiming to enhance their standard of living well beyond retirement.
As an independent firm, DOCK STREET focuses on individualized asset mix and conflict-free advising, managing client assets separately to reflect unique circumstances in portfolios. Their investment philosophy centers on studying companies that deliver growth in economic value, designing portfolios to weather economic cycles, and prioritizing after-tax returns to help clients keep more of what they earn.
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