Doing the right thing, at the right time.

Welcome to the leading company on the market! Our success is driven by the highest quality customer service. We can meet the requirements even of the whimsical clients; there are no complex tasks for us! Thanks for your choice! Our company can boast the reputation of the trusted partner known worldwide. We are proud of the uncompromising quality. Thank you for visiting our site! You are at the right place! We are focused on providing integrated solutions and services to customers around the world. Putting our clients’ interests first, we work hard to exceed your expectations.

Cases completed


Awards won

Happy clients

How We Work

Make a Smart Choice!

Holistic Approach

The most fundamental of all our work principles is that if the client is happy, then we’re too. This is ensured by the fact that we offer whole range of fiscal consulting – staring with taxes and accounting, all the way to investment opportunities and retirement planning!


Via advising on our client’s investment and liquidity portfolios we come to manage significant amount of money. But for us, the bigger the sum is the higher our responsibility is. We’ll never cause you lose money due to unsound or plain risky strategy!

Long History

Since the times former Wall Street expert John Steven Levegerie and his fellow investment market colleagues decided to quot their respective firms in order to form their own, we’ve grown in so many remarkable and expertise-wise ways!

Reasonable Fees

While we do work with the world’s and nation’s richest companies across the aisle here in New York and on Wall Street, we never mismanage their trust in us. Meaning, all of our pricing and service fees are reasonable, just and dictated by the revenue we bring in!

Meet the Team

Stephen A. Taylor, JD, CFP®
Stephen A. Taylor, JD, CFP®
Director of Wealth Management
I founded Stephen A. Taylor Wealth Management to pursue my true purpose of building true and long lasting relationships to help my clients achieve their personal and financial goals. Our goal is to deliver to our clients highly sophisticated and innovative strategies and advice with a personal and heartfelt touch to make every client feel comfortable and in good hands.
Marissa Lawrence
Marissa Lawrence
Assistant to Mr. Taylor
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on some of our administrative tasks. Marissa Lawrence joined Cambridge in 2016 and has two years of experience in the financial services industry. In her current role,