Jim Durkee

Jim Durkee, CFP® is a Financial Advisor with Tailored Wealth Solutions and a Certified Financial Planner™ professional with more than 20 years of experience helping individuals and families make confident financial decisions. He is passionate about building lasting relationships and believes the best financial advice begins with understanding each client's unique goals and values. Jim specializes in creating personalized strategies for income planning, tax strategy, investment management, and legacy planning. Known for his approachable style and fiduciary commitment, he helps simplify complex financial decisions, giving clients the clarity and confidence to focus on what matters most.