14677 Midway Road
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Managing Director and Portfolio Manager
With over 24 years’ experience in the Financial Services Industry, Rob brings to Strategic Portfolio Solutions expertise in Portfolio Management, Retirement and 401k Plans in both private equity and the public markets....
In Memoriam- Damon Taylor March 3rd, 1969 - August 18th, 2020 Damon Taylor the founder of and Former President of Strategic Portfolio Solutions, passed away after his valiant and tough fight with brain cancer on August 18th, 2020. As...
For over 18 years, Steve has put his clients first, and that’s a tradition he’s continuing at Strategic Portfolio Solutions, LLC. He knows one size doesn’t fit all, and he makes sure his clients’ plans make...