Broker Check

About Us

Our Primary Purpose

We love what we get the privilege to do every day. Boiled down to basic terminology, we dispense financial advice and broker investment management transactions. While that doesn’t sound exciting, what truly inspires us is helping people realize their dreams. Cliché, maybe. What isn’t cliché is that sound, long-term financial planning is the mechanism most people dismiss when dreaming about their future.

Our Primary Purpose

Who thinks about budgets and saving when dreaming? We do. We believe every dream is feasible—if you create a plan that connects the resources you have today with that dream.

Our more exciting explanation of what we do: We help clients lift their vision to reality.

Why? Because our clients matter.

Our History

Our History

In August 2015, we launched as J. Woolley Financial Inc.
There is a lengthy decade-and-a-half backstory as to how this finally occurred.

Our Process

Our Process

Financial planning and investment management differ. Investment management is a part of the financial planning process. It is a means to your end—YOUR goals. It is a means to get you to your vision for your financial future.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!