J Taylor Private Wealth

Hours: J Taylor Private Wealth Management is a financial consultancy firm in Tulsa, Oklahoma. We specialize in wealth management and asset management services for families of various sizes, income levels, and goals. Unlike bulkier wealth management firms, J Taylor is almost a completely family-run operation—with three of our four specialists being family members. Our family's roots in the financial services industry began with Jerry Taylor (known to most of us as "Dad") over 30 years ago. He was joined some-15-years ago by his son, Jordan, and still later, his daughter, Hannah. The team also includes Kellie Schuttler— a financial advisor with over 20 years' experience in the industry.

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1. Tulsa, Oklahoma