Envision more.
Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists.
Why choose us?
With over a decade of experience in real estate, investments, and asset management, we bring a unique perspective to wealth management.
Who are our clients?
Our clients are people who have found success in buying, selling, and closing deals in real estate or adjacent business sectors.
What is our point of difference?
Our services cover more than just asset management and tax optimization. We connect the dots between your money, business, and financial goals.
Your comprehensive, personal CFO.
You have a special skill and are exceptional in your craft. Now, you need a way to comprehensively streamline your finances to make the most of your recurring cash flow and well-earned capital. Taylor Turner Wealth Management is passionate about being the financial hub for Realtors and other professionals by vertically integrating every factor from their business income all the way to their investment allocation strategy.
When you work with us, you get a fiduciary who is invested in helping you make the best of your finances and business. With a deep well of experience from which to pull, we can help you find the right path to achieve your goals.
Leverage our experience and knowledge.
Taylor Turner Wealth Management
More than an average asset management group, Taylor Turner Wealth Management is the Chief Financial Officer for real estate professionals and other high income clients in Virginia who require a way to simplify their entire financial picture. That means we act as your financial hub with business and investment services to help maximize your profits, minimize taxes, and help you enjoy your downtime.
Meet Taylor
Taylor began his career in real estate with a focus on the commercial asset class, specifically in investment sales and asset management. He held key roles in the management of over $1 billion in commercial real estate, was integral in the syndication of private equity offerings, and took a leading role in one of the first Regulation A+ initial public offerings with W. R. Hambrecht.
Recruited to a quantitative hedge fund, Taylor then built the derivatives trading system for the fund’s proprietary algorithms. Throughout the last decade, Taylor has personally invested, managed, and advised on single family rental and short-term rental portfolios. He holds a Series 65 license and is a Level III Candidate in the CFA Program. In his personal life, Taylor enjoys spending time with his young family, fly fishing, reading history, and being outdoors.
Level up your financial future.
Asset Management
Understanding how to leverage the capital you have made throughout your career is key to your future, as well as the future of your family and your business. Taylor Turner Wealth Management focuses on:
• Investing
• Asset selection & allocation
• Tax planning
• Retirement planning
• Estate planning
Business Services
There are a plethora of considerations in running a successful business. From regulatory paperwork to finding tax efficiencies that make sense for your organization, Taylor Turner Wealth Management helps with the details:
• Tax optimization
• LLC planning
• S Corp planning
• QBI deductions
• K-1 guidance
Let's talk.
If you’re interested in finding out more about Taylor Turner Wealth Management and what we can do for you, reach out. We’ll get back to you to set up a time to talk. There’s no obligation and initial consultations are always free of charge.