1541 Northeast F Street
Tailored Wealth Management
Your choice for Financial Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our entire process allows us to specifically design a financial plan and portfolio individually for each client.
27 years of financial experience has prepared us to guide you through life's transitions.
Trust. Knowledge. Integrity. Hard work. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
With over 27 years of financial experience, James Hurley can give you the financial help you need and help put your goals in action.
James B. Hurley believes serving his clients means supporting organizations that enrich our community. He is proud to sponsor Adaptive Excursions as they bring together some of the best elements of our region: people, nature and fishing!
"It's not only about your
financial goals, it's about
your quality of life."
Not matter what stage of life you find yourself in, you're never too young or too old to prepare for your financial goals, we can help you find the answers.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.