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WEALTH MANAGEMENT

Grow. Preserve. Protect.

At Taylor Hoffman, we understand how each stage of life changes your goals and objectives. As your priorities change, so should your financial plan. Our long-term strategy for wealth management takes advantage of sound market principles, while remaining agile to account for the curveballs life throws your way.

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WHAT SETS US APART

Guiding your portfolio through every stage of life.
Grow
  • Investment management & coaching
  • Retirement savings strategies
  • Budgeting strategies
  • Employee and self-employed benefit analysis
  • Higher education planning for the next generation
Preserve
  • Tax planning
  • Retirement income planning
  • Social Security analysis
  • Cash flow analysis
  • Personal financial statement preparation
Protect
  • Life insurance analysis (no sales or product pushing!)
  • Property insurance reviews
  • Estate planning
  • Charitable gifting strategies
  • Financial education for the next generation
The “FAMILY” approach to wealth management

Smart financial planning is about more than just stocks and bonds – it is about what you have to do to ultimately achieve your lifelong aspirations. That is why we have carefully curated the comprehensive “FAMILY”-centered approach.

We leverage our most powerful assets:
People & Technology.

Adapting to today’s market complexity requires leveraging both artificial and human intelligence. Unfortunately, some firms choose to reject one for the other; Rejecting technology for “the way we’ve always done it”, or choosing a low-cost cookie cutter approach (often called “Robo-Advisors”). Taylor Hoffman believes in staying up-to-date with the latest trends in technology while allowing our principles to ultimately guide our decision-making.

Investment Management
An investment plan that works for you.

In our opinion, cookie-cutter approaches are often less effective. At Taylor Hoffman, we consider your risk tolerance, stage in life, and financial goals to assemble a diversified portfolio that will best fit your needs. Learn more about our process for selecting the right investments for you.

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Our Mission
Helping families build their financial future.

Integrity is our cornerstone. It is the basis for the long-lasting relationships we build with our clients. We always seek to recruit and retain employees who demonstrate intelligence, integrity, energy, and passion. That’s just one component of being a purpose-driven firm.

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Learn about
Taylor Hoffman’s process.

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