Designed For Multi-Generational Confidence
What’s The Point of Wealth If You Can’t Enjoy It?
Our mission is simple and bold: Empower clients to live more and worry less through a disciplined, sound process designed to bring structure to complexity and purpose to wealth.
We believe financial confidence is not achieved by chance — it’s earned through clarity, consistency, and partnership.
By combining institutional-level strategy with deeply personal guidance, we help our clients align their wealth with their lives, so they can focus on what truly matters — family, impact, and freedom.
Who We Are
The Taylor Group of Wells Fargo Advisors has earned a reputation as one of the country’s most prestigious wealth management teams, responsible for overseeing over $5.7 billion (as of April 2026) in client assets. We exclusively serve Engineers, C-Suite Executives and Senior Management in publicly traded companies in Silicon Valley.
Investment Services
- Wealth Management
- Professional Portfolio Management
- Retirement Planning
- Alternative Investments1
- 401(k) Rollovers
- Wealth Planning
Executive Strategies
- Business Planning
- Concentrated Stock Strategies
- Stock Option Planning
- Cash Management and Access to Lending Products2
Family Strategies
- Long Term Care Insurance3
- Life Insurance3
- Planning for Education Funding
- Philanthropic Planning
- Cash Management and Lending Products2
Specialized Strategies
- Trust Services4
- UGMA/UTMA
- Trust Accounts
1. Alternative investments are not appropriate for all investors and are only open to “accredited” or “qualified” investors within the meaning of the U.S. securities laws. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicles. They are intended for qualified, financially sophisticated investors who can bear the risks associated with these investments.
2. Bank products and services provided by Wells Fargo Bank, N.A.
3. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
4. Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Wells Fargo Advisors does not provide legal or tax advice.
RECOGNITIONS
Collectively and individually, we aspire to deliver trajectory-changing advice that helps our clients. And sometimes garners awards.
TEAM HONORS:
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View full disclosure.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). View full disclosure.
INDIVIDUAL AWARDS:
James Taylor
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View full disclosure.
(#1 Ranking in New York City in 2025)
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View full disclosure.
Shane Drumm
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). View full disclosure.
2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View full disclosure.
(Ranked #5 in New York City in 2025)
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View full disclosure.
What Clients Receive
A coveted service model
we feel is second to none
Comprehensive
quarterly reviews
Monthly
planning calls
Weekly commentary
on financial markets
We purposefully limit our number of clients so we can provide the attentive and detailed service that significant wealth demands and deserves.
