Personalized Financial Planning and Wealth Management
Gregory Taylor
Whether you're just starting to think about forming a financial plan or your priority is securing and growing existing assets, the best decisions you'll make are well informed and customized to your unique needs and evolving concerns.
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As President of Taylor Strategic Wealth Management LLC, I draw on my degree from UCLA and extensive experience in senior management across diverse industries to design investment portfolios tailored to you and your business. My goal is to develop clear, personalized strategies that inspire confidence in your financial future. As a fiduciary, we measure our success by your success in achieving your investment goals.
In our view, a simple one size fits all investment formula does not fit all. Taking time to ask probing questions, learn about each person's unique circumstances, goals, and values to earn the client's trust and confidence is key to everything else that follows. I take my time to understand the complexity of individual needs and goals and offer a range of considerations before a plan is created or revised. And because life has a way of evolving, I stay in close contact to make appropriate, proactive adjustments when needed.
Professionally, to provide financial industry sanctioned expertise across a broad spectrum of investment and insurance solutions I have taken and passed: Series 7, Series 66, Series 6, Series 63, and SIE. Along with Certifications and Licenses: NAPA (National Association of Plan Advisors) Certification, and CA Insurance License # 0E05999. I've also owned an Insurance Agency for a major nationally known and respected firm.
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I'm a long-time Southern California resident, active in my community serving as a board member, and President Elect of Kiwanis International, the Torrance Chamber of Commerce, former City of Torrance Commissioner, and the Humane Society to name a few of my affiliations. I'm a devoted husband, a father to four extraordinary children, and best friend to our rescue dog, Marlee, and our parrot Toby.
Services
I provide a full range of financial planning and wealth management assistance including:
Success Stories
Read about real experiences from our clients.
Greg provided invaluable insights on how to optimize my investments. He is extremely knowledgeable and guided me on structuring my portfolio for both the short term and long term. As a financial advisor, he's exceptional, personable, and always a phone call away. I strongly recommend his services.
Michael David
Contact
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