We have really enjoyed working with Taylor over the last year. He has taken the time to sit down with us and go over everything in such detail. I have a great understanding of how we are projected to grow. Highly recommend working with Taylor if you are looking to grow your investments!
October 2022
In the short time we've worked together, Taylor has helped my family accomplish a great deal to better manage our household. Professional, knowledgable, and always accessible-- he is a valued resource.
October 2022
Working with Taylor has really been an awesome and helpful experience. He really takes the time to collaboratively create an individual, tailored plan to meet my financial targets. I have a lot of different things going on including a small business and he has navigated these challenges with me and set measurable goals!
Activate Wealth delivers comprehensive financial planning services to busy working professionals starting in their 20s, 30s, and 40s. These professionals and families have a strong desire to enjoy their life and money now while strategically planning for their financial future.
