What areas does Hurley Wealth serve?
Hurley Wealth Management Group, Inc., is an Investment Advisor registered with the States of Florida, California, Texas and New Mexico. Greg Hurley is also insurance licensed in the states of Florida and California.
What does it mean that Greg is a fiduciary?
He always puts your interest first and will clearly share with you conflicts of interest, when they are present, so you can make the right financial decision for yourself and your family. Greg’s recommendations will put your best interest first.
What is the difference between an R.I.A.(Registered Investment Advisor) and a broker dealer or bank investment advisor?
R.I.A.’s are required by law to act as fiduciaries and always put your interests first and must always disclose conflicts of interest.
What is a CERTIFIED FINANCIAL PLANNER® professional and why does it matter to me?
A CERTIFIED FINANCIAL PLANNER® professional is a seasoned financial professional who is required to pass a comprehensive exam covering all the main areas of finances (estate planning, investment planning, tax planning, insurance planning, retirement planning, and general financial planning) and complete a minimum of 2000 hours of work in the area of finance in order to be able to use the CFP® certification. Additionally, CERTIFIED FINANCIAL PLANNER® practitioners agree to put your interests first when providing advice and making recommendations.
What is Hurley Wealth Management Group’s investment philosophy?
We believe that the stock market is mostly efficient, also called the Efficient Market Hypothesis, meaning that the best valuation of a company is the current share price of that company. We believe that while there are portfolio managers who have the skill to pick stocks that excel over time, however, these portfolio managers are extremely rare and are the exception. We also believe the costs of your investments matter, in the importance of being globally diversified and not attempting to “time the market” are what helps investors be compensated for the risk they are taking.
What is the “No Ask Guarantee”?
Our hope is that you have an amazing client experience with our firm. One of the ways our firm is different is that we guarantee that we will not ask you to transfer your assets over when you engage our Express or Essential advice services.
How long after I contact Hurley Wealth will I be able to actually start receiving financial advice?
For most questions that fall under our Express Hour advice services, our aim is to meet within 2-3 business days of making contact with our office. In some cases, under our Essential Membership advice services, we will be able to give concrete actionable financial advice during or immediately after the initial meeting.
I have a question about how my 401k should be invested; can you help with this?
Yes, just bring your complete 401k statement to our meeting and we can help you decide how your 401k should be invested. You can schedule an Express Hour meeting with Greg and Nicole. We will reach out with next steps to explain how to engage our services and get ready for your meeting.
Can you help me read my monthly statement from another financial advisor’s company, bank or brokerage firm and understand the fees I am paying?
Yes, we can help you read and understand your investment statement, including what investments you have and what fees you are paying and whether your investments match your risk tolerance. You can schedule an Express Hour meeting with Greg and Nicole. Please bring or upload your most recent January, April, July, or October statement, as this is when advisory fees are usually deducted from accounts.