Taylor Morrison

Private Client Wealth Advisor
Citizens Wealth Management
Request An Appointment
taylor.j.morrison@citizensbank.com
(617) 850-1933

Philosophy

No matter what stage of life you're in, you have important financial questions. Finding the right answers can be a complex and time-consuming journey. Citizens Private Client can help you navigate that journey-and your financial future. With a dedicated advisory team, we can guide you in creating a comprehensive financial plan aligned to your unique situation and work with you to adjust that plan as your life changes along the way. Our process is collaborative and comprehensive, focused on the needs and goals of you, your family, and your legacy.

LOCATIONS

SERVICES AND SOLUTIONS

  • Financial Planning

    Our Advisors develop comprehensive plans that balance your everyday and long-term financial needs with an integrated approach to banking and investing.

  • Insurance & Asset Planning

    Protect your income stream and long-term plans from life's unexpected events with our insurance and asset protection strategies.

  • Retirement Planning

    Solutions to help you prepare for life after work, from long-term investment advice to health care strategies to insurance products, all based on your unique circumstances and individual goals.

  • Investment Advice

    Our qualified professionals can construct and manage your portfolio with the proper diversification and asset allocation to meet your unique investment objectives.

  • Banking & Lending

    When you face major expenses, our Advisors can help you decide whether your savings, a credit line, or a loan is your best payment option.

  • Trust & Estate Planning

    Assist with continuity planning and estate documentation as well as help to minimize estate taxes, maximize lifetime charitable giving and protect assets for future generations.

  • Tax Planning

    Our Advisors work with you to proactively identify tax planning opportunities and provide tax-efficient investment strategies.

  • Multi-Family Office

    Offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and private foundations.

  • Charitable Giving

    For individuals and families who want their philanthropy to continue for generations or are concerned with income tax minimization efficiency.

  • Trust Advisory

    For individuals and families who want corporate trustee services, inclusive of advisory and administration of all trust-related matters.

DISCOVER ALL THE WAYS WE CAN WORK TOGETHER

Citizens Private Client can help you stay on target with your financial goals.
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