Hartmann Taylor is a Dallas-based wealth management firm specializing in comprehensive financial strategy and oversight for high net worth individuals with complex asset structures. With an unwavering commitment to service, they provide clients with the peace of mind to focus on what matters most.
Led by William Taylor and Rick Perez, Hartmann Taylor combines financial expertise with a passion for serving their clients and the community. Their team offers a range of services, including wealth management, financial planning, investment management, tax and compliance oversight, philanthropy, and real estate transaction oversight, among others.
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