Taylor Money

A Wealth Management Firm Committed to Client Success

Taylor Money has been guiding individuals and families towards financial prosperity for over three decades. We hold a deep understanding of financial planning, leveraging decades of expertise to provide tailored solutions for every client. We believe wealth management goes beyond just numbers, focusing on building a lasting legacy and achieving your personal goals.

Our Expertise

Our team of experienced Wealth Managers offers a comprehensive array of services designed to:

Financial Planning & Investment Management

• Comprehensive wealth analysis and goal setting
• Customized investment strategies
• Portfolio review and optimization
• Retirement planning and strategies
• Estate planning and inheritance guidance

Client-Focused Service

• Personalized attention and ongoing communication
• Transparent reporting and clear explanations
• Collaborative approach to wealth management
• Dedicated Wealth Managers with deep industry knowledge

Beyond Numbers

We go beyond just numbers, considering your personal aspirations and values. We take the time to understand your unique situation, goals, and concerns to create a tailored plan that aligns with your individual aspirations.

Our Values

• Integrity: We uphold the highest ethical standards and act with transparency and honesty.
• Client-Centricity: Your needs and goals are our top priority.
• Professionalism: We maintain a rigorous standard of expertise and ongoing development.
• Sustainability: We advocate for responsible investment practices that prioritize long-term value creation.

Our Commitment

We are committed to providing exceptional client service, delivering personalized guidance, and building long-lasting relationships based on trust and mutual respect. Our dedication to excellence has earned us recognition as a Corporate Chartered Financial Planner, signifying our commitment to the highest industry standards.