1400 – 360 Main Street
|Our Investment Philosophy
We believe that a disciplined process in conjunction with frequent communication and trust in our abilities is the methodology behind achieving long-term financial security.
Our Mission Statement
Our mission is to provide unparalleled financial guidance through accountability, credibility and experience.
What We Do
The Holbrook-Taylor Wealth Management Group provides financial advice to clients at both the retail and institutional levels. This disciplined process begins with a discussion regarding your financial goals and concerns, as well as your investment objectives and constraints. Once we learn about your wealth management needs, we draw upon our deep-rooted industry experience to build your financial plan and portfolio in a manner that best suits your personal situation. We will consult with our extended team of experts including accountants, lawyers, and tax and estate specialists to complete your plan. Once your plan has been developed, we will build a customized portfolio to help you meet your goals.
More Than Just Portfolio Management
Our expertise goes beyond portfolio management to help you acquire, manage and sustain your financial well-being. The Holbrook-Taylor Wealth Management Group offers assistance through an array of services including financial planning, investment planning, estate planning, insurance planning, credit and banking strategies, retirement planning, tax efficiency and philanthropic giving.
Why Clients Do Business With Us
We have learned that good advice on its own is not what creates a trusting, long-term relationship with clients. It goes beyond this. Our clients appreciate our frequent communication, patience to listen and our commitment to them. Our team is here to provide you and your family with financial peace of mind for many generations.
Industry Leading Investment Research
BMO Nesbitt Burns has access to BMO's industry leading investment research team that specializes in stock, bond and economic research. We consider this to be one of our greatest assets as this timely information allows us to provide an integrated set of solutions and advice to our high net worth clients.