Activate Wealth

Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that we had invested with the firm rather than our overall financial picture. Taylor has helped us holistically set ourselves up for success and is quick to answer any questions and provide sound guidance. As WA residents with some quirky laws, Taylor learned the state specifics quickly and provided guidance. We finally feel like real adults who have made it and aren't just throwing money at retirement accounts.
Dec 17th, 2023

We have really enjoyed working with Taylor over the last year. He has taken the time to sit down with us and go over everything in such detail. I have a great understanding of how we are projected to grow. Highly recommend working with Taylor if you are looking to grow your investments!
Nov 17th, 2023

My wife and I have had the privilege of working with Taylor for the past two years, and we couldn't be more satisfied with his services. His valuable insight and attentive nature have been instrumental in shaping our financial planning. From the beginning, his expertise and knowledge in the field have been evident. He possesses a deep understanding of the intricacies of financial planning and investment strategies. His ability to analyze complex financial situations and provide clear recommendations has been invaluable to us. What sets this financial planner apart is his unwavering attentiveness. He genuinely listens to our goals, concerns, and preferences, ensuring that the financial solutions he proposes align perfectly with my needs. His ability to adapt and adjust strategies as circumstances change is truly commendable. Over the past two years, his consistent availability and prompt responsiveness have exceeded my expectations. He promptly addresses any questions or concerns I have, providing clarity and guidance whenever needed. This level of attention has fostered a trusting and collaborative relationship. Thank you for your exceptional service!
May 9th, 2023

Great job done by Taylor. He was quick to respond to our questions and explained everything we needed in simple easy to follow terms. Taylor allows us to work towards our goals with a great understanding as to why and how to get to the goals. I recommend Taylor to anyone seeking to make better financial decisions. Thanks to Taylor, I have reassurance that I am on the correct path for our financial future.
Mar 31st, 2023

My wife and I are young professionals and have been working with Taylor for about a year and couldn't be happier with his insight, support, availability, and patience. Taylor seeks to not only understand financial goals, but bigger life objectives as well. Despite working in finance, it became abundantly clear after the first few sessions how badly we needed Taylor to effectively piece together what for us seemed like an impossible puzzle. After understanding our unique situation, Taylor worked collaboratively to implement an achievable, comprehensive strategy. For the first few months of our relationship with Taylor, we communicated frequently (either over video or phone calls) to make sure we were correctly implementing our plan's infrastructure for long-term success. Throughout this process, Taylor has remained incredibly patient, yet focused on our progress in completing our necessary tasks (e.g. setting appropriate 401k contribution percentages, creating a budget to understand incremental brokerage investments or discretionary spending, optimizing benefit elections, etc.) while understanding this is not our full time job and recognizing we sometimes needed an extra push or support. We feel incredibly secure in our future and what we're building, and a big driver of that we owe to Taylor. I have nothing but positive things to say about Taylor, wish I could give more than five stars.
Mar 23rd, 2023