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Advisors Magazine Article – Using Real-World Scenarios to Educate Clients

Del Mar, CA - January, 2019

Carolyn Taylor represented Weatherly in an Advisors Magazine article focused on financial education and individualized portfolio management.  “Using Real-World Scenarios to Educate Clients – Tailoring Examples to Personal Situations” was published in the January 2019 issue of Advisors Magazine. Please click here to read the full article.

With more than 35 years of portfolio management experience, Carolyn was asked by Advisors Magazine to provide her perspective on how she and her team use real-life scenarios and practical language to ensure that clients have a clear understanding of their investments and the firm’s overall approach to portfolio management.

The interview process was Q&A style focusing on financial literacy, education, overall financial planning and fiduciary standards.  Interview questions were provided to Weatherly in advance.  After the interview process, Weatherly had the opportunity to review drafted language proposed by the author and confirm accuracy of quotes prior to approval for publication.

It is not the intent of the article to endorse the participating businesses or to indicate quality. There was no fee to be interviewed for the article, and Weatherly was not required to advertise in (or subscribe to) Advisors Magazine.  Weatherly opted to pay for a one-page published article based on the interview which included a high-resolution PDF reprint, one hard copy, unlimited digital magazine downloads, a direct link to the page location in the digital magazine and external audio and video links to books, podcasts, videos, and other professional resources.

No organizational memberships were required of the Firm or individuals.  Inclusion in this article 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 inclusion in this article.

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:

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

If you would like to learn more, please contact:

Carolyn P. Taylor