At the Taft Barrett Wealth Management Group of Wells Fargo Advisors, we focus on what is most important to you, your family, and your organization.
Our team of experienced professionals provide the tailored advice, knowledge, and global resources needed to help make informed, confident decisions about your current and future wealth.
We are committed to providing exceptional client service and are dedicated to helping make a meaningful difference in your life by bringing together the diverse skills, extensive experience, and advanced credentials of our dedicated wealth management professionals.
Included on Forbes'
Best-In-State Wealth Management Teams List in 2023-2024
Best-In-State Wealth Advisors List in 2021-2024
and Best-In-State Top Women Wealth Advisors List in 2022-2024
Congratulations to the team on their selection to the 2024 Best-In-State Wealth Management Teams and to Toni L. Taft on her selection to the 2024 Forbes Best-In-State Wealth Advisors & the 2024 Forbes Top Women Wealth Advisors.
Click here to view the listing.
Data for all awards compiled by SHOOK Research LLC . Forbes Best-In-State Wealth Advisors 2021-2024;. 2024 Award presented Apr. 2024 based on 6/30/22 - 6/30/23. 2023 Award presented Apr. 2023 based on 6/30/21-6/30/22. 2022 Award presented Apr. 2022 based on 6/30/20-6/30/21. 2021 Award presented Feb. 2021 based on 6/30/19-6/30/20. Forbes Best-In-State Wealth Management Teams 2023-2024. 2024 Award presented Jan. 2024 based on 3/31/22- 3/31/23. 2023 Award presented Jan. 2023 based on 3/31/21-3/31/22. Forbes Top Women Wealth Advisors Best-In[1]State 2022-2024. 2024 Award presented Feb. 2024 based on 9/30/22 - 9/30/23. 2023 Award presented Feb. 2023 based on 9/30/21-9/30/22. 2022 Award presented Feb. 2022 based on 9/30/20-9/30/21. The Forbes Top Women Wealth Advisors Best-in-State, Best-in-State Wealth Advisors and Top Wealth Management Teams ratings algorithms are based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid of use of marketing materials.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Our Team
The Taft Barrett Wealth Management Group consists of a fully integrated team of financial professionals, with a cumulative total of 75 years of experience in the financial services industry. Our advisory team includes a CERTIFIED FINANCIAL PLANNER® professional, Accredited Domestic Partnership Advisor, and Accredited Asset Management Specialist.
Meet Our Team
Meet Our Team
Our Accolades
Year after year, members of our team continue to be recognized by our peers, our firm, and our industry for the diligence we display in helping guide our clients toward prosperity. Members of our team are honored to have been recognized by Wells Fargo Advisors, Forbes, Barron's, and others. We believe recognitions like these are only possible because of our clients.
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Our Process
Over the years, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.
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