WE
KNOW
WHAT
MATTERS
MOST.
Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset structures.
Born from an uncompromising commitment to service, Hartmann Taylor works tirelessly to provide clients with the peace of mind to focus on what matters most.
SERVICES
Wealth Management
Financial Planning
Investment Management
Tax and Compliance Oversight
Entity/Trust Formation & Oversight
Philanthropy/Donor Advised Fund Management
Real Estate Transaction Oversight
Legal Document & Investment Proposal Review
Lifestyle Services
LEADERSHIP
William Taylor’s commitment to his clients and their causes is uncompromising. His financial expertise is matched only by his passion and enthusiasm for the families he serves.
William dedicates countless hours to non-profit boards and community organizations and firmly believes in living a life of service.
Mr. Taylor is a Certified Private Wealth Advisor (CPWA) with a Finance degree from Texas A&M University. Prior to founding Hartmann Taylor, William was a founding partner and managing director of a successful wealth management firm.
Rick Perez is co-managing director of Hartmann Taylor Wealth Management. As co-managing director he oversees key strategic and operational initiatives as well as client experience solutions.
Prior to joining Hartmann Taylor Wealth Management, Rick was the CEO of a successful business strategy and management firm. His experience with high-growth, data-intensive operations provides Hartmann Taylor the technological expertise to drive innovation and best practice solutions.
Rick is a proud University of Texas longhorn. He is married and has two teen-age children in Dallas private schools. He spends his free time engaged with various non-profits.
CONTACT US
IMPORTANT DISCLOSURE INFORMATION
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