Independence – Experience – Integrity

These three words are the pillars of our firm.  We are not associated with a large bank, insurance company or wirehouse so our recommendations are Independent of any sales quotas or proprietary products.

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Our Mission is…

..to advise and counsel our clients to create and preserve true wealth. Most of our clients focus steadfastly on their vision of what their business can become and have faith that all the necessary pieces will fall in place to create true, sustainable wealth for them and their family. Through our Wealth Script process, we help identify the missing pieces of our client’s story and to make the recommendations that are in their best interest to give them the greatest possible chance of success.

How We Do It

Your work with Stephen A. Taylor Wealth Management begins
as we walk you through our Wealth Script.

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