Financial Advisors
St. Augustine, FL
Talon Wealth Management is an independent, fiduciary financial advisor based in St. Augustine specializing in retirement planning and investment management for those in or nearing retirement. The firm provides comprehensive financial planning, portfolio risk analysis, and investment reviews to help clients align their wealth strategy with their unique goals and life priorities. They offer stress testing of annuities and take a holistic approach to financial planning that goes beyond wealth protection.
Ideal for: Pre-retirees and retirees seeking comprehensive retirement planning, investors skeptical of guaranteed return promises, high-net-worth individuals wanting fiduciary financial advice
Service area: St. Augustine, FL and surrounding areas
Independent Fiduciary Status: Talon Wealth operates as an independent fiduciary advisor, meaning they are legally obligated to act in clients' best interests rather than recommending products that benefit the firm.
Comprehensive Retirement Specialization: The firm specializes specifically in retirement planning and investing for those in or near retirement, with expertise in stress-testing annuities and portfolio risk analysis.
Holistic Financial Planning Approach: They take time to understand each client's complete financial picture and personal priorities, building customized strategies aligned with individual goals rather than one-size-fits-all solutions.
Address: 109 Nature Walk Pkwy UNIT 102, St. Augustine, FL 32092
Phone: (904) 515-5000
Website: talonwm.com
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