Four Points Wealth Management
I honed my approach to wealth management by watching and learning from large investment institutions, smaller financial management firms, and veteran advisors, but when I decided to pioneer Four Points Wealth Management, I wanted to take a different approach to financial planning and investment management. Instead of applying old school or traditional thinking, I applied a modern twist to wealth management — leveraging technology and integrating modern personal finance techniques. Four Points Wealth's truly fiduciary approach to financial services gives all of our clients the confidence that they are getting the most value for their money.
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Sentiment Analysis
When I first met with Taylor, one of the things that I noticed right away about him was how knowledgeable he was with his business.
Whether it's the financial growth, stability, or sometimes emotional stress management during the volatile market.
Taylor treated us like we were wealthy clients & now thanks to him our money has grown and we are doing great in retirement.
We worked together to develop a strategy, and he took care of the details to meet the strategy.
He takes my interests very seriously, he always informs me if we need to make a change and is very good at explaining it so I can understand.
He keeps us informed about our investment strategy and options for meeting our goals.
It has been a great relationship and I think we have kept our investment and perhaps added a little, even after the RMD's.
He is my levelheaded advisor who brings the focus back to the strategic financial goal.
Taylor has helped me with my Personal Investments and also with my brothers as he has passed.
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