Taylor Wealth Management Group
Taylor and Associates is a wealth management team, serving affluent families. We focus on financial counsel throughout times of meaningful transition. This generally consists of people experiencing or preparing for a divorce, loss of a loved one, job change, business sale, geographic move or retirement. We take special care to assist families during these most challenging times when proper guidance is of utmost importance. It is imperative to avoid making mistakes that may lead to a lifetime of negative financial implications. We believe that we make a positive, meaningful and significant impact on the families we serve.
We adhere to a disciplined Investment Philosophy. We use exchange traded funds, mutual funds, and individual stocks and bonds where appropriate. We incorporate tactical ideas when we feel it is advantageous to do so and strive to keep expenses to a minimum while also considering tax and inflation implications. Our objective is to generate consistent returns while mitigating risk which should aid our clients in achieving their financial goals.
AAMS™, AWMA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
