Virginia Taylor
Client Services Associate @Oak Harbor Wealth Partners
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WORK HISTORY
Client Services Associate @Oak Harbor Wealth Partners
Raleigh, NC, US
EDUCATION
The University of Alabama
Bachelor's degree, Marketing
ABOUT VIRGINIA TAYLOR
At Oak Harbor Wealth Partners, we work solely for the needs of our clients, not the bottom line of a bank, private equity or insurance company. We take a fiduciary approach to wealth management, assisting individuals, families and businesses in all aspects of their financial well-being. Putting our clients’ goals and values first, in all we do, is our core mission. By combining an institutional approach to money management with a proactive attitude to financial planning strategies, we give our clients the best of both worlds. We charge a percentage fee on assets under management or a flat fee for planning services. We do not charge commissions or receive revenue from fund companies or any other investment we may recommend. We feel this is the best way to mitigate many of the conflicts of interest that exist when seeking financial advice. Hesmer Wealth Management LLC dba Oak Harbor Wealth Partners (\"Oak Harbor\") is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Oak Harbor including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request. Views expressed are my own and do not necessarily reflect the views of Oak Harbor Wealth Partners. Content shared is for informational purposes only and should not be construed as personalized investment advice.
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