A complete list of active advisors currently associated with Taylor Strategic Wealth Management, LLC

Warmer can help you find a great advisor at Taylor Strategic Wealth Management, LLC or one who fits your needs even better.

The firm provides comprehensive portfolio management and financial planning to individuals, trusts, estates and business entities, including corporate and institutional clients. It offers ongoing investment management across public and private securities and supplemental planning or consulting upon client request. The firm’s investment process uses a mix of asset-allocation, fundamental, technical, sector and cyclical analysis to construct diversified portfolios that can include individual stocks, bonds, ETFs, mutual funds, REITs, options and structured products. Portfolios are monitored and rebalanced periodically, and the firm discloses that a substantial portion of its assets are managed on a non-discretionary basis while also employing margin and derivative strategies in separately managed accounts when appropriate. Compared with many independent peers, the firm’s client mix includes corporate and institutional accounts and it maintains primarily non-discretionary AUM despite its small advisory scale. Representatives are licensed to sell insurance products, creating an ancillary brokerage activity, and the firm discloses a recent consent order related to adviser registration in another jurisdiction that resulted in a civil penalty and subsequent resolution.

To learn more about the advisors currently working at Taylor Strategic Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.