NetworkยทVenture Capital
๐ LAKE OSWEGO, OR
SEC CRD #801-127840
--> HOME | tauruscap top of page INTELLIGENT SOLUTIONS Taurus Capital Advisors, a Registered Investment Adviser, provides professional, ethical, and client-centric investment management and financial planning services. By building strong client relationships, promoting transparency, reducing costs and harnessing the science of capital markets over hype, we help clients achieve long-term success in reaching their goals. Oregon Ethics In Business Award Recipient RETIREMENT PLANNING 401K rollovers, IRA management, 401K account oversight, establishing SEP IRAs, and other tools to help you plan a secure retirement. CHARITABLE GIVING We love helping clients support the community and causes important to them! Tell us about your passion to give back. FIXED INCOME Whether you are seeking steady retirement or a more conservative investment objective, Taurus Capital has extensive experience to meet these specific needs. ESTATE PLANNING We coordinate with very talented estate attorneys and CPAs to make sure your wishes are documented and regularly updated for any needed changes. COLLEGE SAVINGS Understanding how much your child needs, the best 529 plan for you, and how to prioritize between your retirement and their education. WEALTH PLANNING Holistic planning includes home financing, proper insurance coverage, tax planning, company stock concentration and evaluation of other financial decisions critical to your future. individual_solutions Solutions to meet your needs. why_taurus WHY TA
GREGORY S. SALIBA
CHIEF COMPLIANCE OFFICER
๐ (503) 756-2972
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AUM
$231M
Location
LAKE OSWEGO, OR
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