Taylor Strategic Wealth Management, LLC

Overview

Taylor Strategic Wealth Management, LLC is an independent, fee-based registered investment adviser formed in 2022 that serves individuals, families and institutional clients. The firm combines financial planning and portfolio management with insurance brokerage services. Its stated advisory focus includes portfolio management for individuals and small businesses as well as for businesses or institutions. Taylor Strategic runs on a percentage-of-AUM fee model and is not positioned as an ESG-focused or pension consulting practice. Investment activity centers on public funds and separate managed account solutions rather than an emphasis on direct individual-stock trading. The firm manages both discretionary and non‑discretionary mandates, delivering personalized planning and portfolio construction for a relatively small client base. As a newly formed independent RIA, the manager appears to use established custodial relationships and third‑party fund managers to construct client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices