Trusted Investment Managers

TAYLOR WEALTH MANAGEMENT PARTNERS (TWMP) is an SEC registered investment advisor located in Boston, Massachusetts. We serve high net-worth individuals and families, trusts and estates, ERISA and 401K plans, and institutions including family offices and charitable entities.

TWMP’s fiduciary responsibility permeates everything we do. Client interests are paramount. In all our endeavors we maintain the highest level of personal, professional and intellectual integrity. These same standards are expected of our service providers, including custodians and brokers, and are also applied when analyzing the character of the management of any company we are considering as an investment opportunity.

TWMP is a separate account, total return investment manager. We do not use leverage or short selling and only invest in publicly traded securities. We are aligned with our clients’ interests by earning fees on the value of assets managed rather than fees for performance or transactions.

TWMP delivers a total return diversified growth and income strategy that utilizes both common stocks and publicly traded Master Limited Partnerships (MLPs) of varying market capitalizations. In so doing, we achieve a more sustainable means for generating income growth and asset appreciation over a three to five year market cycle. Our disciplined investment approach uses a highly analytical framework of fundamental, proprietary quantitative and technical research.

TWMP was established in January 2014 with our partners’ prior long-standing client accounts, which confirms our unwavering focus on providing results and client service.