JOLLEY WEALTH MANAGEMENT, LLC

Overview

Jolley Wealth Management, LLC is a small, privately held advisory firm that positions itself as a planning- and portfolio-driven practice for individuals and small businesses. The firm’s advisory services center on financial planning, discretionary portfolio management and pension consulting. Fee arrangements are a mix of percentage of assets under management and hourly charges, which suggests client engagements range from ongoing investment oversight to project-based planning work. Investment activity is concentrated in exchange-traded equities: the firm reports an equities preference and lists exchange-traded equities as its primary asset type. Jolley Wealth Management, LLC is not identified as an active ESG investor. Industry affiliations include relationships with accounting and insurance professionals, indicating a referral or collaborative model for tax and insurance needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices