The City of Menifee is thrilled to announce Taylor Wealth Management Group (TWMG)as the recipient of the City’s May 2021 Business Spotlight. The Business Spotlight program is part of the City’s Economic Development Department’s B3 (Building Better Businesses) program. It works to show case local businesses that go above and beyond the call of business, foster pride in Menifee’s thriving business community, and promote diversity in Menifee’s local economy.
Advisors Jeremy Taylor, CRPC® and Ivette Taylor CFP®, CRPC® are a husband-and-wife financial planning and asset management team who own and operate Taylor Wealth Management Group. They brought their practice to Menifee in 2009 after starting their careers in 2004 and 2005, respectively. Together, they manage over $150 million and service more than 140 financial planning clients.
Taylor Wealth Management Group was nominated as a business spotlight fort heir tremendous work in the community. They recently partnered with the Menifee Union School District to create Project Best Foot Forward, which helps provide new shoes to students in need. They have also supported local affiliates of Together We Rise, a national organization helping transform the way kids experience foster care. Ivette has been an active member of the Lake Menifee Women’s Club since 2007and hosted trainings in partnership with the City of Menifee and the Menifee Valley Chamber of Commerce to share her knowledge about finances to assist other business owners. Providing excellent client service is made possible through the tremendous support given by TWMG team members Kamala Davis and Kristine Evangelista.
For the past 12 years, Ms. Davis has served as Client Service Manager and Operations Specialist. Ms. Evangelista, who joined the team 2 years ago, serves as Financial Planning Assistant. Taylor Wealth Management Group delivers personalized financial advice to help clients achieve their current and future financial goals. One of the main areas of focus for TWMG is helping clients prepare for and transition into retirement and help manage clients’ assets through the ups and downs of the market. By identifying clear steps, the Taylors help take the uncertainty out of planning for a client’s financial future. They work with clients to make them feel more confident, connected, and in control of their financial life. TWMG offers a wide range of financial services, including:
- •Retirement Planning Strategies
- •Retirement Plan Distribution
- •Wealth Transfer and Inheritance
- Tax Planning Strategies
- Estate Planning Strategies
- Small Business
The City of Menifee invites you to view the Taylor Wealth Management Group’s business spotlight video. The video can be viewed on the City’s YouTube page: https://youtu.be/uhh2a1IUWaA.