Downing Street Wealth Management LLC / Financial Advisor in San Antonio, Texas

Robert Morrison, CFP, CPA/PFS
Downing Street Wealth Management is known for a comprehensive approach to financial planning and advice. We take pride in putting clients’ interests first—building a thorough understanding of your financial situation and goals and creating a clear roadmap to your financial future. We invest heavily in best-in-class research, technology and financial planning software so that we can provide the best possible advice. And we never accept sales commissions, a practice that allows us to serve clients without any bias or hidden agenda whatsoever. At the heart of our approach is customized, comprehensive financial planning. We believe that an astutely crafted plan—carefully updated over the years—gives clients the best opportunity to meet their goals, from paying for college and supporting charities to retiring well and passing the maximum amount of your assets to loved ones.We believe Downing Street’s deep expertise in tax matters is an important part of our unique service offering. As CPAs, we are experts in estate tax and income tax. Most financial planners are not qualified or allowed under ethics rules to provide any but the most rudimentary tax guidance. Yet taxes are the largest expense that a typical individual or family pays each year. Through careful tax planning, we are often able to significantly improve clients’ financial results. Ask about our Tax Planning Blueprint. Investing wisely is a key part of executing a financial plan, and Downing Street employs a disciplined investment philosophy of buying quality stocks and holding them over long periods. Many individual investors make emotional investment decisions, buying and selling to an extent that typically ends up harming their overall performance. At Downing Street, we help provide the discipline that enables you to stay the course. Our approach includes building inves

Specialties