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"We provide such a substantial increase in yield to our clients that literally changes their lives. We operate with a passion for above-and-beyond customer service and experience, so much so that our clients are pleasantly shocked by the experience and cannot wait to tell others."

— David Taylor, Founder


I have known David and his associates for about 16 years. The firm has represented me in asset protection and estate planning. I have found them to be creative, precise and thorough. The firm takes an interest in their clients beyond the typical attorney/client relationship. I highly recommend them and their integrity is beyond reproach.

Lenny B. - CHS

I have had the pleasure of working with David Taylor for the last few years and am honored to be able to provide him a professional recommendation.

Keli K. - Business Owner

After selling our primary business to private equity almost 20 years ago, on the recommendation of a friend, we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit our family and to ensure an orderly succession of other varied business interests. David braved the extreme elements, traveling through a significant snowstorm to meet us at our home. That day was the beginning of a true and treasured friendship and a strategic partnership that extends to this day.

Bill B. - Business Owner
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