Enjoying Your Life Today As You Plan For Tomorrow

Your Financial Guide Through Your Life's Journey

At Taylor Wealth Management, we believe planning for your financial future is not an event; it is a process. Our process is an ongoing dialogue that helps you identify your priorities for today and for tomorrow, and adapts to your life as your priorities and life change.

Client-Centered Approach

We listen to you. Once we know what is important to you in life, we partner with you to meet your personal and financial goals more efficiently and effectively. Building lifelong relationships allows us to focus on giving thoughtful, personal service and making meaningful improvements in your life. We look forward to providing you and your family with the rewards of our planning efforts.


3655 Torrance Blvd., Suite 347
Torrance, CA 90503
Phone: 310-540-8000 fax: 310-540-8475
Email: info@taylorwealth.com


 

 
Important Consumer Disclosure
 
Taylor Wealth Management, LLC (TWM) is a registered investment adviser located in Torrance, CA.  TWM and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which TWM maintains clients.  TWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  TWMs web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.   Accordingly, the publication of TWMs web site on the Internet should not be construed by any consumer and/or prospective client as TWMs solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet.  Furthermore, the information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from TWM. 
Any subsequent, direct communication by TWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of TWM, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.  A copy of TWMs current written disclosure statement discussing TWMs business operations, services, and fees is available from TWM upon written request.  TWM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TWMs web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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