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Taylor Wealth Management is a comprehensive firm specializing in retirement strategies, college, life insurance and estate planning for all levels of net worth individuals.

Services That We Provide

We are a firm that specializes in multi-generational financial planning & institutional investment management. We assist families and institutions in accumulating, preserving and distributing wealth.

✔  Cash Management

✔  Life Insurance and Annuities

✔  Long-Term Care

✔  College Planning

✔  Fixed Income & Derivatives

✔  Retirement Planning

✔  Oregon PERS Planning

Who We Are

Our mission is to help clients and their families achieve and maintain financial peace of mind.

We develop and implement prudent strategies seeking to maximize the creation and preservation of wealth.

Our Expertise

✔  S&P 500

✔  DOW Jones

✔  Nasdaq

✔  NYSE

We find solutions for the complex needs of individuals, families and business owners.

Get a Free Quote

Get in contact with us so we can find the solution that’s right for your financial needs.

Brian Wesbury @wesbury

The biggest problem the GOP has is that it's intellectual leaders signed onto TARP and QE. They think growth comes from DC.

Reply · Retweet · Favorite · 5h
Brian Wesbury @wesbury

QE has become the new Keynesian deficit-spending, liberal, miracle-cure. Neither works. Entrepreneurship is the answer.

Reply · Retweet · Favorite · 5h
Brian Wesbury @wesbury

I hate it that stocks in US rise the day ECB does QE. It's psychological, not real. Tapering did not hurt stocks in 2014.

Reply · Retweet · Favorite · 10h
Brian Wesbury @wesbury

QE will not help Europe. Initially, some will believe, but down the road it will still be an over-taxed, big government malaise.

Reply · Retweet · Favorite · 10h
Brian Wesbury @wesbury

Why is the Chairman of the House Ways and Means Committee saying we need a Republican president to get things done?

Reply · Retweet · Favorite · 10h
Brian Wesbury @wesbury

Govt enforced "bland olive green packaging" for cigs is an effort to "nudge." How bout only B&W TV political commercials?

Reply · Retweet · Favorite · 10h
Brian Wesbury @wesbury

When Newt Gingrich became Speaker of the House, I don't remember him committing his newfound power to "infrastructure spending."

Reply · Retweet · Favorite · 21 Jan
Brian Wesbury @wesbury

Housing Starts Rose 4.4% in December - http://t.co/GA8r5inrKb

Reply · Retweet · Favorite · 21 Jan
Brian Wesbury @wesbury

When GOP "agrees" that "infrastructure" spending would be a "good thing" government always gets bigger.

Reply · Retweet · Favorite · 21 Jan
Brian Wesbury @wesbury

RT @Mark_J_Perry: UK may be forced to abandon free healthcare for all, says UK's top doctor as he warns service needs radical change http:…

Reply · Retweet · Favorite · 21 Jan
Brian Wesbury @wesbury

That was a thin-skinned moment.

Reply · Retweet · Favorite · 21 Jan
Brian Wesbury @wesbury

I grew up in Missouri, but have become more cynical after living in Illinois for the past 30 years

Reply · Retweet · Favorite · 21 Jan
Brian Wesbury @wesbury

"Reserve the right to act unilaterally" to fight terrorism! I thought that's what caused terrorism.

Reply · Retweet · Favorite · 21 Jan
Brian Wesbury @wesbury

This Week's Monday Morning Outlook - "Davos - And the Euro" - http://t.co/zneFGpytk1

Reply · Retweet · Favorite · 20 Jan
Brian Wesbury @wesbury

Greece's problems have nothing to do with the euro. In fact, exiting the euro would make their problems even worse.

Reply · Retweet · Favorite · 20 Jan
Brian Wesbury @wesbury

Wow! What a fantastic game! Seattle is going to the Super Bowl!

Reply · Retweet · Favorite · 18 Jan
Brian Wesbury @wesbury

Don't the Green Bay Packers have an equipment manager? The kicker is trying to fix the kicking net himself.....????

Reply · Retweet · Favorite · 18 Jan
Brian Wesbury @wesbury

Oh My Goodness! I may be an NFL football fan, now.

Reply · Retweet · Favorite · 18 Jan
Brian Wesbury @wesbury

RT @USHistoricus: @wesbury It's a nice feeling, isn't it, the freedom to speak one's mind when not dependent upon gov't funding for climate…

Reply · Retweet · Favorite · 18 Jan
Louis Taylor @TWM_Wealth

TWM Instagram Launch http://t.co/JdiJrT3M9e

Reply · Retweet · Favorite · 16 Jan
State of the Union was President Obama's lowest-rated yet
Read full story for latest details.
22h
Microsoft unveils Windows 10
Microsoft has lifted the curtain much higher on Windows 10, showing off a whole slew of new features that will be coming to PCs and phones later this year.
23h
Microsoft's insane holographic vision of the future
Microsoft just introduced some of the coolest new technology the personal computer industry has seen for quite some time.
23h
NY aims to expand Barclays 'dark pool' lawsuit
New York state Attorney General Eric Schneiderman said he wants to expand his lawsuit accusing Barclays of fraud.
23h
Oil tycoon Harold Hamm sells company for $3 billion
Oil magnate Harold Hamm is selling one of his companies for $3 billion, but that kind of money still won't make up for what he recently lost.
23h
Jay Leno wades into Cosby controversy
Former "Tonight Show" host Jay Leno waded into the Bill Cosby controversy on Wednesday.
23h
Oil's influence on stocks is 'not normal'
Oil and stocks have lately been in a sort of seduction dance, moving closer and closer. Last week, it got so heated that oil and stocks were moving almost in sync.
21 Jan
Big layoffs planned at eBay
Big layoffs are coming to eBay.
21 Jan
Jindal's PAC takes on 'liberal media' in fight over 'no-go zones'
Fox News might be backing down from its campaign against "no-go zones," but Bobby Jindal isn't. And now the Louisiana governor's political action committee is taking up the cause.
21 Jan
Time to get your Starbucks (stock) again?
Starbucks is brewing a big change, and it doesn't sound as sweet as a pumpkin spice latte.
21 Jan
QE alone can't solve Europe's problems
Read full story for latest details.
21 Jan
Tax preparers prepare to give bad Obamacare news
Are you thinking about tax day yet? Your friendly neighborhood tax preparer is.
21 Jan
Paris' lawsuit against Fox News an empty threat
Experts on both sides of the Atlantic say that Paris Mayor Anne Hidalgo's threat to take Fox News to court is largely empty.
21 Jan
Russia: 'Don't call us losers' over oil prices
'Hey, don't call us losers!'
21 Jan
Why is Fidelity investing in SpaceX?
Google is an innovative company that's throwing billions of dollars at everything from drones and satellites to wearable tech, driverless cars and contact lenses that measure glucose levels in tears.
21 Jan
Mario Draghi may need to get a bigger (QE) boat
If Mario Draghi wants to have a significant market impact after Thursday's ECB meeting, he better not think small.
21 Jan
NBC launches Super Bowl ad Tumblr
Are you more a fan of the Super Bowl's ads than the game itself? If so, NBC has a site for you.
21 Jan
What to do with a dying neighborhood
There are hundreds of stories of failed subdivisions left empty by the housing bust, where homeowners are stuck staring into vacant lots of PVC pipes and weeds.
21 Jan
Why airfares are sky-high when jet fuel is dirt cheap
Airlines are saving big on jet fuel thanks to the plunge in the price of oil -- but those savings aren't getting passed onto customers.
21 Jan
JPMorgan must live with $1.5B paperwork error
JPMorgan Chase must live with a clerical mix-up that could cost $1.5 billion, a court ruled on Wednesday.
21 Jan
Ukraine won't negotiate with Russia
Ukraine is ready to push for more sanctions against Russia, President Petro Poroshenko said on Wednesday.
21 Jan
Manager 'truly sorry' for blowing up hedge fund
Canarsie Capital's Owen Li told clients of his hedge fund that he is "truly sorry" for losing virtually all their money.
21 Jan
Obama says wages are growing. They're not
Wait, rewind that video: Did President Obama just say wages are growing?
21 Jan
Don't invest in banks if you want certainty: Dimon
Investors who want certainty about legal costs for financial firms shouldn't buy bank stocks, JPM's Jamie Dimon tells CNBC.
21 Jan
Hot topic for 1-percenters at Davos: Inequality
Rising economic inequality is casting a shadow over the World Economic Forum, a conference dominated by the 1 percent.
21 Jan
Northern Trust beats Street 4Q forecasts
Northern Trust on Wednesday reported fourth-quarter profit of $244 million.
21 Jan
Kiss that 'shrinking' budget deficit goodbye
There's more to the story, and it's likely to become a significant headache for his successor.
21 Jan
Fifth Third tops Street 4Q forecasts
Fifth Third Bancorp on Wednesday reported fourth-quarter net income of $385 million.
21 Jan
Thanks, Obamacare! Health insurer stocks soar
Who says Barack Obama is bad for Corporate America?
21 Jan
US Bancorp tops Street 4Q forecasts
U.S. Bancorp on Wednesday reported fourth-quarter earnings of $1.49 billion.
21 Jan
Obama proposes scaling back benefits of 529 college savings plans
Read full story for latest details.
21 Jan
Markets await ECB decision, expect big bazooka
Traders won't be content with $500 billion in ECB bond-buying. Some want $1 trillion.
21 Jan
Standard & Poor's settles SEC ratings fraud case
Standard & Poor's will pay more than $58 million to settle charges of fraudulent misconduct in rating mortgage bonds, the SEC said.
21 Jan
TD Ameritrade misses Street 1Q forecasts
TD Ameritrade on Wednesday reported fiscal first-quarter profit of $211 million.
21 Jan
Early movers: UNH, AAPL, NSP, NFLX, AMD & more
Names on the move ahead of the open.
21 Jan
UnitedHealth profit beats on higher premium revenue
UnitedHealth, the largest U.S. health insurer, reported a better-than-expected fourth-quarter profit as premium income rose.
21 Jan
Singer: 'Cushion to withstand risks is very low'
Paul Singer tells CNBC the dramatic move in the Swiss franc shows just how exposed most investors are to market risk.
21 Jan
Obama wants to cut 27 questions from the much-hated FAFSA
President Obama wants to make the FAFSA easier by cutting 27 tough questions from the application form.
21 Jan
Many spouses are cheating - financially
You're not alone. One in five Americans has kept their spouse in the dark about a $500 purchase, and men are the most likely offenders.
21 Jan
At Davos, it's not all about the money...seriously
Davos is teeming with elite investors this week--and it's not just to talk their own book.
21 Jan
Six ways to get free money for college
Read full story for latest details.
21 Jan
How Obama would close the 'trust fund loophole'
Read full story for latest details.
21 Jan
Can I afford to retire early?
Leaving the workforce early sounds like a dream. But running out of money too soon in retirement can be a real nightmare. Before assuming your nest egg is going to last for decades, take these factors into account.
20 Jan
Today's late day rally doesn't make me feel better
There are several macro issues that are weighing on the markets, Bob Pisani says.
20 Jan
'Disappointed' investors still love hedge funds
Even as the typical hedge fund drastically underperformed, the business saw its biggest spike in inflows since 2007.
20 Jan
Google close to SpaceX investment: Report
Google and Elon Musk's SpaceX are close to reaching an agreement that would make it an investor in Musk's company.
20 Jan
For CEOs, at least, US looking better than China
Survey results indicate that the U.S. is first choice for 38 percent, compared to 34 percent for China.
20 Jan
Swiss tourism staring into the abyss
Switzerland's tourism industry is getting blasted this winter as the jump in the value of the Swiss franc raises prices for visitors.
20 Jan
Wal-Mart customers can pick up their tax refunds in cash
Read full story for latest details.
20 Jan
BofA made money off Swiss franc jolt: CEO
BofA's CEO tells CNBC the bank made money off the Swiss currency shocker even though it "caught everybody by surprise."
20 Jan
Davos '15: Gates, Soros, Pharrell to tackle crises
Back on this week, the World Economic Forum in Davos is as big as ever with lofty ambitions to match.
20 Jan
Regions Financial misses Street 4Q forecasts
Regions Financial on Tuesday reported fourth-quarter profit dropped by almost 4 percent to $211 million.
20 Jan
Regional banks following big banks' trail
Banks at all levels continue to disappoint during this earnings season
20 Jan
More market trading oversight needed: Fed's Powell
More regulation may be needed for a key part of the banking industry's profit engine, Fed's Powell said.
20 Jan
Early movers: MS, DAL, FB, JCP, HAL, T & more
Names on the move ahead of the open.
20 Jan
How the 1% fly to Davos
Read full story for latest details.
19 Jan
SocGen picks Bini Smaghi for new chairman post
French bank Societe Generale decides to split the top job and appoint Italian economist as the group's chairman.
19 Jan
The Fed can turn the leaf - gently
Over the last twelve months, the dollar's exchange rate rose 13.3 percent – marking 14.4 percent and 13 percent increases against the euro and the yen.
19 Jan
Obama's myRA retirement accounts are now a reality
Don't have a 401(k) or pension at your job? The federal government is now offering myRA, a government-sponsored savings account intended to help millions of Americans start saving for retirement.
18 Jan
Sorry bankers, no swimming pool this year
London and Wall Street bankers look set to get slightly lower bonuses for 2014, based on pay details released this week by big U.S. banks.
17 Jan
IRS warns of tax refund delays
Read full story for latest details.
16 Jan
IRS will do fewer tax audits this year
Read full story for latest details.
16 Jan
States where taxes hit the poor hardest
Read full story for latest details.
15 Jan
Banks to offer FICO credit scores for free
Bank of America and Chase credit card holders will be able to see their FICO scores for free starting later this year.
14 Jan
'Devastating erosion' of taxpayer services at IRS
Congressional budget cuts have resulted in an "unacceptably low level" of taxpayer service, according to the latest report from National Taxpayer Advocate Nina Olson.
14 Jan
Nearly 8 out of 10 U.S. taxpayers get refunds
Read full story for latest details.
14 Jan
Sane investing in a scary market
Rather than guessing whether to hold or sell when stocks go for a wild ride, you're better off developing a diversified portfolio you can live with through all sorts of market conditions. Here's how.
14 Jan
Does free community college work?
President Obama's ambitious play to make community college free nationwide stems from a program that Knoxville has been heading up since 2008.
10 Jan
In Texas, payday lenders are getting borrowers arrested
Read full story for latest details.
9 Jan
Living your dream retirement? Tell us about it
Are you living your dream retirement? If so, we want to hear how you were able to get there -- whether it was by saving every penny, investing wisely or pursuing your passions.
13 Dec

Switch to SNB Wealth Management with Dr. Mark and Barb Taylor

Rating: 0.0 of 5.0
Posted: 6 Nov


A Glimpse into the Global Investment Committee with Wealth Management CIO Mike Wilson

Rating: 0.0 of 5.0
Posted: 29 Aug


The Barrister: Lifestyle and Personal Finance & Wealth Management Supplements - Summer 2014

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Posted: 7 Aug


Wealth Management

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Posted: 13 Mar


CityWire Wealth Manager Awards 2014 Video Highlights featuring Nick Taylor of Charteris

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Posted: 10 Mar


The Gem That Is Gibraltar - Wealth Management

Rating: 5.0 of 5.0
Posted: 28 Nov


Sean Taylor Head of UK Strategic Partnership Group, UBS Wealth Management

Rating: 5.0 of 5.0
Posted: 10 Nov


SMU Master of Science in Wealth Management

Rating: 4.0 of 5.0
Posted: 9 Sep


Wealth Management Firms Dallas

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Posted: 30 Jul


John Taylor: Economic Freedom, Wealth and the Alleviation of Poverty

Rating: 4.0 of 5.0
Posted: 30 Mar

© Copyright 2011 Taylor Wealth Management, Corp. All Rights Reserved. Securities and Advisory Services offered through Crown Capital Securities, L.P. A Registered Investment Advisor. Member FINRA/SIPC.

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