We have exciting news — Taurus Wealth Management has a fresh new look!
You already may know the depth of experience and personalized care we bring to your financial journey. What’s new is our updated brand, designed to reflect the same valued guidance with a more modern, forward-thinking feel.
Founded in 2023 by Lonnie Friedman, Taurus Wealth Management is backed by a team of seasoned professionals — Jim Igo, Frank Valvano, Andre Campbell, David Bedard, and Eric Morrison, JD, LLM — with over 100 years of combined experience in wealth management and business law. We’ve also invested in cutting-edge technology to better serve your evolving needs.
Our mission remains unchanged: to help you pursue your financial goals with confidence, while reducing risk and cost and enhancing performance.
We invite you to explore our refreshed website and see how our new look reflects the same values and service you’ve come to expect!
Thank you for being part of our story. We’re honored to continue serving you.