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Taylor W
CFP®, Series 65
St. George, UT
Peace of Mind Wealth Management
Taylor Wolverton is a CFP® and Series 65-registered advisor at Peace of Mind Wealth Management with three years of industry experience. He has worked with firms including Wealth Mode Financial Planning and Deseret Mutual Benefits Administrators. Wolverton is also affiliated with POM Tax Strategies, LLC, a tax preparation and filing service related to his firm. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services including investment management, financial planning, estate planning guidance, and tax preparation through its affiliated entity.
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