Broker Check
Michael Taylor

Michael Taylor

President

(704) 995-4606

mtaylor@capitalsynergypartners.com


Michael Taylor grew up here in Charlotte, NC.  He began his career almost twenty years ago helping pre-retirees and retirees transition into retirement before graduating Appalachian State University in 1997 with a degree in Risk Management and Insurance.   After seven years working with a local branch office of a large insurance company, he decided that his clients were better served by an independent firm, one without any conflicts of interest which unfortunately is still prevalent today.  Michael spent eight years working with a couple of small boutique investment firms continuing to grow his practice.  In 2012, Taylor Wealth Management Group, LLC was formed and now has clients in multiple states. 

When Michael is not working with his awesome clients, he usually is working out at the Harris Express YMCA in the mornings, stand up paddling up on the lake or out hiking on the AT (Appalachian Trail).  We encourage our team and clients to maintain a work/life balance and to get outside.  We enjoy our  "outdoor therapy". 

 

Have A Question?







Thank you! Oops!

Recommended Content

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.