Don Taylor

My Background

For over the past 20 years, I have been committed to establishing meaningful relationships with each of my clients to truly serve their needs.  As a Portfolio Manager, I have a passionate and disciplined approach to client service and wealth management. I believe in working with a limited number of individuals to deliver a truly genuine and unique experience.  I focus on simplifying the investment process and helping my clients grow their wealth, ensuring that their money is working for them.