A plan for today, tomorrow and generations to come

Each member of The Urie-Taylor Group has a specific role and responsibility. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges. Each generation of your family can rely on our high-touch service.

Simplifying your life
Whether you’re a time-stretched business owner or a risk aware retiree, simplifying your life is critical so you can focus on the things that are most important in your life.

Customized client service
We’re responsive and attentive. Our long-lasting relationships are built on steady and supportive service. Our entire team is on hand for you, offering regular contact, personal touch points, and ongoing reviews.

Bringing together the best resource
We are trusted by our clients to work directly with their CPA’s, attorneys, and other professionals. This close relationship with your other advisors, as well as our network of financial experts, means we can incorporate all perspectives into one integrated approach.

Safeguarding multigenerational wealth
Because we understand the connection between wealth and family, we’re committed to having a multigenerational impact on your life. Attuned to protecting the financial independence of your entire family, we can help structure a plan to preserve a family legacy that reflects your values.

Our solutions can be as unique as the families and business owners we work with. You articulate your goals, and we’ll help you figure out the steps for achieving them.

Investment management
Through our planning process, we determine your family's goals, growth/income needs, and comfort with risk.

Insurance
We view insurance as an important part of planning to help protect your family’s assets, replace income, and create a legacy for future generations. We analyze all your current policies to determine whether they meet current and future needs.

Strategic lending
We consider both sides of your balance sheet—assets and liabilities—to understand your entire financial picture. For those looking to access liquidity, we have financing solutions based on a fundamental belief that borrowing should be no less strategic than investing.

Managing life transitions
We are trusted to deal with our clients’ most sensitive financial issues. Whether that means adjusting for a growing family, education planning, selling a business and transitioning to retirement, or planning an estate.

The Urie-Taylor Group's investment process is based on philosophies developed over decades of experience and market analysis. To defend against normal investor behavior, we focus on clients' needs over the day-to-day noise of the market. Using proper risk management centered on asset allocation, we invest for the long term and accomplish the goals set by our clients.

Customized portfolio management
We are qualified to offer discretionary management of your assets based on extensive portfolio management training, experience, and commitment to client service.

Managing risk
As discretionary portfolio managers, we tailor your asset allocation and risk management to your unique situation using a combination of equity, fixed income, and cash.

Sector Management
We compose the equity portion of your customized portfolio through a sector management approach. This method of investing allows us to diversify the portfoliowith exposure to all 11 market sectors.

Based on the economic cycle, paired with the resources and analysis of UBS Wealth Management, we adjust your portfolio's exposure to hold higher weightings of sectors that we believe will outperform the overall market.

Rebalancing
As a key component of our disciplined investment approach, we rebalance our portfolios on a quarterly basis. Rebalancing allows us to mitigate risk and overconcentration in any one market sector. By using this process, we are able to lock in gains and minimize loss in the future.

Essentially, this quarterly rebalance serves as a refresh to get your portfolio back to the proper asset allocation and sector weights.

What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution? Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.

Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goals—and life goals after you step away.