Helping you and your family through this adventure we call life.

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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,
Best-In-State Wealth Advisors List in 2022 & 2021
and Best-In-State Top Women Wealth Advisors List in 2022, 2021, & 2020


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Congratulations to the team on their selection to the 2023 Best-In-State Wealth Management Teams and to Toni L. Taft on her selection to the 2022 Forbes Best-In-State Wealth Advisors & the 2022 Forbes Top Women Wealth Advisors.

Click here to view the listing.


The Forbes Best-In-State Wealth Management Teams, Best-In-State Wealth Advisors, and Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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 for use of logo.

We Love Our Jobs

Our Team

The Taft Barrett Wealth Management Group consists of a fully integrated team of financial professionals, with a cumulative total of 53 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

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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Contact Us

We look forward to meeting with you to explore how we can help you realize your life and investment planning goals.

Please call or email us today to get started.