Taylor Spies Wealth Management Group is a different kind of wealth management team. We choose to work with a small group of clients: people we can truly get to know and genuinely help. Don Taylor and Kristen Spies founded the team on the principles of integrity, transparency, and commitment. For over 20 years, those principles, combined with our approach that values human relationships above all else, have earned us the trust of our clients. While our team's size gives us the advantage of offering intimate service, we also have the backing of BMO Nesbitt Burns and their extensive resources. Our clients enjoy the benefits of personal, boutique-style service as well as the muscle of a larger organization.
Life is a journey–and to effectively manage your wealth you need a trusted guide. We're with you every step of the way to grow and manage your wealth. Because we take the time to get to know you, we'll be able to help you shift direction when you need to. Our goal is to build you the resources to finance life's big dreams, milestones and grow a legacy for generations that may follow. When we say we value human relationships, we mean we'll be with you through all kinds of weather.
Contact us today for a financial consultation or to learn more about what we can offer.