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About Us

2024 InvestmentNews – Staying Fresh Key to Longevity – Featuring Carolyn Taylor

Del Mar, CA - May, 2024

Carolyn Taylor was featured in the May 6th, 2024 issue of InvestmentNews with an interview highlighting her long and illustrious career in the financial services industry, specifically with Weatherly Asset Management LP. The interview is available in the digital edition of the magazine at https://digitaledition.investmentnews.com/?m=62585&i=821549&p=42&ver=html5.

In March of 2024, Carolyn was solicited by the InvestmentNews editorial coordinator as part of an interviewing campaign involving investment leaders.  She was asked to participate in a 1:1 interview process that would cover a range of investment subjects, including market trends, investment strategies, emerging opportunities, and any other significant developments shaping the investment landscape.  The 30-minute interview would be used to create a written article, which would be drafted and provided to Weatherly for review prior to post.  Carolyn accepted the invitation, was provided a preliminary list of questions to prepare answers for prior to the interview and participated in the interview with the support of one of the other Partners at the firm, Kelli Burger.  The list of questions and interview discussions focused on four areas, including 1. Career Journey and Milestones; 2. Achievements and Recognitions;  3. Industry Expertise and Vision; 4. Leadership and Firm’s Success.   

After the interview, a draft was provided to Weatherly for review and any added disclosures.  The “Staying Fresh Key to Longevity” was posted in the May 6, 2024 edition of InvestmentNews.

Weatherly Asset Management did not pay any fees to InvestmentNews to be included in the interview campaign and article publication. Weatherly was not required to advertise in or subscribe to InvestmentNews.  As of the time of this disclosure, Weatherly did not elect to pay for reprints of the article.

Being featured in the article and publication is not representative of any one client’s experience and is not indicative of Weatherly’s future performance.  Weatherly is not aware of any facts that would call into question the validity of the publication or the the appropriateness of advertising the content.

About Weatherly Asset Management, L.P.

Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high-net-worth individuals, small businesses and institutional clients since inception of the Firm in 1994.

Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.

Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.

Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.

For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/

For information on our ADV filings and Compliance, please visit:

https://adviserinfo.sec.gov/firm/summary/106935

http://www.weatherlyassetmgt.com/adv/

If you would like to learn more, please contact:

Carolyn P. Taylor

858-259-4507

Carolyn@weatherlyassetmgt.com