About Tailored WealthSaver®
We exist to help millennials realize their full potential and live better by taking control of their finances.
Tailored WealthSaver® was founded in 2019 to empower millennials to make financial and investment decisions with total confidence, ease, and autonomy.
Adrienne Taylor, a financial counselor with over 10 years of experience, realized that the financial services industry was not adequately serving and supporting millennials’ unique financial needs. Tailored WealthSaver® aims to fill this gap.
No longer do millennials have to seek financial advice from salesmen in suits selling financial products they don’t need.
As a WealthSaver™ community, we come together in safe, supportive group coaching spaces to leverage our unique insights and knowledge for the best possible financial outcomes. Every member of the WealthSaver™ tribe is valued for her/his unique experiences and perspectives that she/he brings to the table.
Ethical Standards
We hold ourselves to the highest ethical standards to ensure that your best interest is always put first. We succeed when you succeed, so all of our counseling and advice is designed to help you achieve the life you want to live. We do not give specific investment recommendations, nor do we sell financial products.
Mutual Transparency
We can only help you solve problems that you share with us. Just as we are committed to creating a space where you can comfortably share your experiences, hopes, and fears, we ask that you be transparent with your situation so we can help you to the fullest extent possible.
Our Values
Confidentiality
Finances are highly personal, so we promise to keep everything* you share with us private and confidential.
*The only time we must ethically share information is on an as-needed basis is if there is a threat of you being physical hurt or in danger.
Trust
Financial counseling doesn’t work without a solid foundation of trust. We are committed to designing safe spaces in which every WealthSaver™ member can feel comfortable sharing vulnerable information.
About Adrienne, AFC®
Hi, I’m Adrienne, your WealthSaver™ advocate and Accredited Financial Counselor®.
I founded Tailored WealthSaver® to help more millennials achieve the financial success they need to reach their full life potential. With over 10 years of experience in financial services, I understand that every millennial’s financial situation is different. I work to meet each client where they’re at and help them implement strategies that are customized to their financial resources, abilities, and goals.
When I was growing up, my family didn’t have an excess amount of money. We got by, but when I was 15 my mother lost her job, which was tough on both her and our family. Her hard work and resiliency inspired me to create the journey I’m on today: to live a life of financial success and security so that I’m prepared to weather life’s challenges and enjoy the resources I have.
Now I’m helping other millennials, especially millennial women of color do the same. I guide millennials all over the country to envision their definition of a successful, fulfilling life with freedom to do what they love and security to take the risks they want. I teach custom financial strategies, methods, and tools millennials can use to pursue their ideal life. Money certainly isn’t everything, but it can act as a powerful catalyst to create positive change and lasting contentment.
Before Tailored WealthSaver®, I was contracted to work for the United States Military Department of Defense serving active duty service members, veterans, and their dependents as a financial counselor. When I’m not working, you can find me traveling to enjoy new experiences or relaxing on a beach with a tropical drink in hand.
2022 PLUTUS™ Grant Recipient
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