Debra Taylor Franklin Lakes CPA/PFS™️, JD, CDFA®️

Financial ServicesNew Jersey, United States2-10 Employees

A small financial services practice led by Debra Taylor is based in Franklin Lakes, New Jersey. It delivers portfolio management that is integrated with tax, financial, and estate planning, drawing on a blend of tax and legal expertise to address retirement costs.

The firm pursues proactive, year-round tax planning, including projections of lifetime taxes and strategies to minimize liabilities while preserving portfolio value. It works with estate planning counsel to ensure the estate plan aligns with tax and financial objectives, and its investment advisory services are provided through CWM, LLC, an SEC-registered investment adviser.

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