Four Points Wealth Management

"Taylor at Four Points Wealth Management is amazing and knowledgeable. He has provided the tools we need to navigate the financial maze. I highly recommend Taylor and his team. If you are looking for a team to make your goals come to life, Four Points Wealth Management is the company you want to work with. My husband and I look forward to continuing to work with them."

"Why do I work with Taylor among all other wealth management advisors? Because he cares about the well-being of his clients. Beyond his solid financial technical skills, he understands our needs depending on the stage of our lives. Whether it's the financial growth, stability, or sometimes emotional stress management during the volatile market. He is there for us. I trust him as my wealth advisor. Thank you, Taylor!"

"My relationship with Taylor L. started 8 years ago. Over those years I have come to know him very well. He is very good at his job! He is honest, trustworthy, humble & very likeable. When he left the large brokerage he was with to start Four Points it was a no brainer! I moved my account to Four Points. My portfolio was doing great. I did not want to loose him. He was so modest, approachable & answered any questions. No question to dumb to ask. When my wife retired she rolled over her 401k with Taylor. She had met him multiple times, liked him & trusted him. I am so glad he suggested putting part of my roll over into an annuity with a guaranteed lifetime draw. (I would strongly suggest this for everyone) I am flabbergasted at my monthly lifetime payout after just 8 years. It is a game changer for us. I almost left my 401k in my employers account account because I thought it was too small for a brokerage. Do not do that! Taylor treated us like we were wealthy clients & now thanks to him our money has grown and we are doing great in retirement. The cost of managing money is much less at Four Points than large brokerages. Taylor has a young family he loves & adores, & we feel like family too! I hope you choose Four Points! Taylor will educate & take great care of you!"

"Taylor works with me with my longer term financial goal always in mind. He is my levelheaded advisor who brings the focus back to the strategic financial goal. He welcomes ideas, questions and open to new thoughts. Wealth management can be a very emotional business, but with Taylor on my side. I'm in good hands."

"We first got with Taylor a little over 6 years ago when I was preparing to retire and my wife had just retired. It has been a great relationship and I think we have kept our investment and perhaps added a little, even after the RMD's. Taylor is not only our financial guy, but also a friend. We always start our our meetings with how he and his family is doing and how we and our kids and grand kids are doing. It is that kind of relationship that makes me feel good and confident about the financial advice he gives us. Never high pressure but "I have this that I think you might be interested in" approach that I love."