Activate Wealth

"Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that we had invested with the firm rather than our overall financial picture. Taylor has helped us holistically set ourselves up for success and is quick to answer any questions and provide sound guidance. As WA residents with some quirky laws, Taylor learned the state specifics quickly and provided guidance. We finally feel like real adults who have made it and aren't just throwing money at retirement accounts."

"We have really enjoyed working with Taylor over the last year. He has taken the time to sit down with us and go over everything in such detail. I have a great understanding of how we are projected to grow. Highly recommend working with Taylor if you are looking to grow your investments!"

"My wife and I have had the privilege of working with Taylor for the past two years, and we couldn't be more satisfied with his services. His valuable insight and attentive nature have been instrumental in shaping our financial planning. From the beginning, his expertise and knowledge in the field have been evident. He possesses a deep understanding of the intricacies of financial planning and investment strategies. His ability to analyze complex financial situations and provide clear recommendations has been invaluable to us. What sets this financial planner apart is his unwavering attentiveness. He genuinely listens to our goals, concerns, and preferences, ensuring that the financial solutions he proposes align perfectly with my needs. His ability to adapt and adjust strategies as circumstances change is truly commendable. Over the past two years, his consistent availability and prompt responsiveness have exceeded my expectations. He promptly addresses any questions or concerns I have, providing clarity and guidance whenever needed. This level of attention has fostered a trusting and collaborative relationship. Thank you for your exceptional service!"

"Great job done by Taylor. He was quick to respond to our questions and explained everything we needed in simple easy to follow terms. Taylor allows us to work towards our goals with a great understanding as to why and how to get to the goals. I recommend Taylor to anyone seeking to make better financial decisions. Thanks to Taylor, I have reassurance that I am on the correct path for our financial future."

"We have worked with Taylor & Activate Wealth for over a year now. He is incredibly collaborative with his clients and takes the time to gather knowledge about your personal goals before drafting a plan and setting you off on a course. Even though we already had retirement plan pieces in motion, Taylor was able to quickly get us reset on a path that we were both comfortable with to address our short term and long term goals. I would highly recommend Activate Wealth if you are looking for someone to analyze your current situation, help set your financial goals, and put together a concise plan of action to continue building wealth."