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Taylor Wealth Management Group

Taylor Wealth Management Group


(704) 995-4606

Taylor Wealth Management Group, LLC

Taylor Wealth Management Group, is an investment consulting boutique with relationships with multiple financial institutions and money management firms.  We believe our clients are best served by a firm truly independent of any big brokerage firm, bank or insurance company.  A firm that is focused on unbiased, prudent investment advice.  We specialize in helping our clients understand investment risk, portfolio construction and most of all eliminate any anxiety they may have in accomplishing their financial goals.  

Our philosophy is that no one person can be a stock, bond and alternatives investment expert all at one time.  We use a comprehensive technical analysis to hire and monitor outside money managers to assist us in portfolio construction.  Let us handle the portfolio management and the money managers handle the individual security selection.  This allows us to spend more time with our clients focusing on their goals and objectives.  Our clients consist of families, business executives, non-profits, and corporate retirement plans.  At Taylor Wealth Management Group, we aren't striving to be the biggest, just the best.


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