WEALTH MANAGEMENT

Grow. Preserve. Protect.

At Taylor Hoffman, we understand how each new stage of life can change your goals and objectives. As your priorities change, so too 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
  • Employer benefit reviews
  • Higher education planning for the next generation
Preserve
  • Tax planning
  • Retirement income planning
  • Social Security maximization strategies
  • Cash flow analysis
  • Personal financial statement preparation
Protect
  • Life insurance analysis
  • Property insurance reviews
  • Estate planning
  • Charitable gifting strategies
  • Financial education for the next generation
Helping families build their financial future.

The FAMILY approach to wealth management

Financial Background

It’s no secret: money is complicated. Your feelings about money are a critical component of financial decision-making. Before we offer advice, we first strive to understand your relationship with money.

Assets

IRAs, 401(k)s, savings accounts, your house: these are all cogs in your financial machine. It is necessary to periodically review these pieces to ensure they are all working towards their intended purpose.

Managing Risk

Do you have a plan to protect your family from life’s inevitable uncertainties? Thorough insurance & estate planning can provide a line of defense against an otherwise unpredictable world.

Income Taxes

Are you maximizing current tax laws to keep more of your hard-earned money? We coordinate with clients’ tax professionals to help implement tax-savvy wealth management strategies.

Liabilities & Expenses

Are you properly leveraging debt? Do you feel confident in your monthly budget?Debt and expenditures, if not properly managed, can slowly and silently erode your nest egg.

Your Long-Term Goals

Managing finances is like aiming at a moving target. Only after taking into consideration the five preceding areas can we properly help you set goals and stay on track to meet them.

We leverage our most powerful assets:
People & Technology.

Adapting to today’s market complexity requires leveraging both artificial and human intelligence. Unfortunately, some wealth management firms these days opt for one over the other; either rejecting technology for “the way it has always been done”, or choosing a cookie-cutter, computer-driven approach (often called “robo-advising”). Taylor Hoffman believes in staying up-to-date with the latest trends in technology, while also applying our founding principles to guide decision-making.

Investment Management
An investment plan that works for you.

In our opinion, cookie-cutter approaches can often be less effective. At Taylor Hoffman, we take into consideration your stage in life, risk tolerance, and overall financial goals to assemble a diversified, tailored portfolio. 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 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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