For over 50 years, The Urie-Taylor Group has been providing generations of families with professional and timely management in diverse market conditions. To us, it's about discovering what you need to feel confident, comfortable and prepared for the future. We strive to develop a true connection with you, your family and your world – beyond your investment portfolio.
Together, we bring a multigenerational view on financial management that allows our team to relate to you, and all generations of your family. As a dedicated team of wealth management professionals, we listen closely and work with you and your family to fully understand what you value most. By listening and identifying your long-term investment goals, we develop strategies that will mitigate risk and build your diversified portfolio. As we implement your investment strategy, we communicate regularly, track performance, rebalance and adjust for economic conditions and life changes.
The Urie-Taylor Group prides itself on responsive and attentive customer service every step of the way. Our team exceeds the traditional sense of wealth management, as we are life advocates for our clients. As advocates for you, we get things done quickly, and we get them done correctly.
“It all comes down to not only delivering advice that is relevant to your life and your financial success but also delivering it in a format that can be easily understood and implemented.”
— Dane Urie
How we work