INVESTMENTS

We see you, your life, and the way you should invest from a unique perspective. Where you want to go in life – and reducing the risks that can hamper your progress – is what really matters. Traditional financial management only addresses half of the issues most people face. We take a more holistic approach to managing your wealth. By viewing your goals in tandem with your dreams, desires, and within the context of your means, we work with you every day to increase our understanding of your needs and to ensure your financial wellness.

Mr. Taylor started out back in the ‘70s as a stockbroker, but promptly decided he wanted to branch out on his own. “I thought that the brokerage model was flawed since it was focused more on selling products than providing advice. I strongly believed that the fee-only model could serve clients better.”


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Mr. Taylor describes the roadmap to his firm’s success in delivering investment advice and management services, “Our role is not defined by giving you the hottest stock tip, convincing you to buy this year’s best performing mutual fund, or trying to sell you a product to solve a problem you don’t have. Instead, it’s about helping you clearly envision and define your long-term goals and providing the prudent, comprehensive advice you need to get there.”