Taurus Wealth Advisors
About
Since 2007 I have assisted clients with defining success by identifying what is most important to them and their families. I enjoy learning what my clients care about, how they feel about their financial goals, investments and most importantly how it impacts their future.
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Frequently asked questions
What is your typical process for working with a new customer?
I start by learning about You. Understanding how you feel, your goals and concerns allows us to chart a path forward. I will review your goals and compare them to your current portfolio. We will discuss how I am able to assist and review a recommend investment strategy designed to meet your needs, comfort and understanding.
What education and/or training do you have that relates to your work?
Fully Licensed Financial Advisor, SEC and Firna Registered.
Series 7,6,63, 65
Do you have a standard pricing system for your services? If so, please share the details here.
Fee Based Asset Management
What types of customers have you worked with?
My current clients are a diverse group of people. The one thing they all have in common is the desire to take control of their financial futures.
What advice would you give a customer looking to hire a pro in your area of expertise?
When looking for a Financial Advisor, find someone that listens to what is important to you. They should not have a plan before they know who you are.