Taylor Turner
Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists.
Taylor Turner · Richmond, Virginia
Is this you, Taylor?
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About
You have a special skill and are exceptional in your craft. Now, you need a way to comprehensively streamline your finances to make the most of your recurring cash flow and well-earned capital. Taylor Turner Wealth Management is passionate about being the financial hub for Realtors and other professionals by vertically integrating every factor from their business income all the way to their investment allocation strategy.
Who they serve
- HENRY (high earner, not rich yet)
- Ultra high net worth
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Real estate investors
Services
- 401(k) & IRA Management
- Wealth Management
- Tax Strategy
- Retirement Planning
- Portfolio Rebalancing
- Philanthropic Planning
- Real Estate Advisory
- Portfolio Management
- Insurance/Risk Management
- Cash Flow Planning
- Asset Allocation
- Alternative Investments
- Risk Management
- Financial Planning
- Debt Management
- Financial Advice & Coaching
Structured record
| Name | Taylor Turner |
|---|---|
| Firm | Taylor Turner |
| Location | Richmond, Virginia |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Designations | Series 65 |
| Investment approach | Active management · Blend of both · Passive management |
| Website | taylorturner.com |
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Specialties
- Real estate investors
- Small business owners
- Retirement planning