J Taylor Private Wealth

J Taylor Private Wealth

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We are an independent financial planning and advisory firm. We've built a passionate, intelligent, and objective team that focus on one thing: the client.

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5 Smart Ways to Use Your Tax Refund in 2025 | J Taylor Private Wealth 08/28/2025

5 Smart Ways to Use Your Tax Refund in 2025

5 Smart Ways to Use Your Tax Refund in 2025 | J Taylor Private Wealth Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?Splurge? Save? Invest?The good news: there’s no one-size-fits-all answe...

5 Time-Tested Investment Strategies to Match Your Financial Mindset | J Taylor Private Wealth 08/21/2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

5 Time-Tested Investment Strategies to Match Your Financial Mindset | J Taylor Private Wealth What makes one investor stick with their strategy through market swings while another panics and pulls out?Often, it comes down to mindset.Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it...

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8931 S. Yale Avenue, Suite T
Tulsa, OK
74137