Taylor F. Turner IV, CFA
Financial planning for high-performing RE & CRE professionals
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Serving Clients Nationwide
Financial planning for high-performing RE & CRE professionals
Areas of Focus
- Alternative Investments
- Business Owners
- Estate Planning
- Family and Money
- Financial Life Planning
- High Net Worth
- Investment Management
- Real Estate Investing
- Retirement Planning
- Taxes
About Taylor F. Turner IV, CFA
Taylor Turner 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.
Taylor is a CFA® Charterholder and holds a Series 65 license.
Beyond the office, Taylor enjoys reading early American history, and spending time in the field and on the stream, and with his young family. He is an active member of Descendants of the Signers of the Declaration of Independence, Virginia Society of Colonial Wars, Jamestowne Society, Order of Founders and Patriots of America, and Sons of the Revolution. He is an avid outdoorsman and serves on multiple boards of community organizations.
Professional Designations
- Chartered Financial Analyst (CFA)
Primary Location
Richmond, Virginia
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
If you’re interested in finding out more about Taylor Turner Wealth Management and what we can do for you, click the 'Book Intro Call' button and complete the brief form. 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. I look forward to speaking with you.Offers Investment Management
Yes
About 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 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.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.
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.
Leverage our experience and knowledge.
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.
Education
Thomas Edison State University, Bachelors , History
Hobbies and Interests
- Cycling
- Family
- Fishing
- Hunting
- Reading
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Real Estate Agents
- Real Estate Investors
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From Skeptic to Believer
Highly Recommend
Highly Skilled and Trusted Expert Across CRE, Finance, and Tech
Intellectually Rigorous Problem Solver
Knowledgeable Advisor with a Unique Perspective
Taylor has helped me feel more confident
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