Jake Taylor (CFP®)
Jake Taylor focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Hi, I’m Jake Taylor, founder of Astra Wealth Management. Thank you for taking the time to learn more about me and Astra Wealth Management. I’ve spent years helping high-income professionals and high-net-worth families navigate the complex investment, financial planning, tax, and estate challenges that come with building and preserving wealth. As a CERTIFIED FINANCIAL PLANNER™, I embrace my fiduciary responsibility to always act in my clients’ best interests. My approach combines clear, personalized advice with a focus on long-term financial success, giving clients the confidence to make informed decisions about their future. If you’re looking for a trusted partner to help you align your wealth with your goals, I’d love to connect. Please reach out either by email or phone, and I'll quickly get back to you.NAPFA Start Date
July 21, 2025
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