Patrick Taylor & Melinda Adams
What types of clients benefit most from partnering with a wealth advisor?
The clients who benefit most are usually those seeking clarity and confidence about their financial future. We love working with individuals and families who are ready to dream big and want a partner to help make those dreams a reality.
Could you share specific examples of wealth advisor services you offer?
Our services revolve around one goal: empowering clients to live their best lives including:
• Comprehensive Financial Planning: Creating custom strategies to help our clients achieve their goals & a legacy for their loved ones
• Wealth Management: Ensuring clients’ portfolio aligns with their goals & values so their money works as hard as they do
• Protection Planning: Safeguarding their future with tools like life insurance & income protection strategies
• Business Succession: Guiding business owners in transitioning their business & supporting their goals after exiting
How do you measure success in your relationships with clients?
Success is when our clients can approach their financial future with confidence, knowing they have a plan in place and advisors who care about their future as much as they do. It’s about celebrating milestones together—whether it’s sending a child to college, retiring with dignity, or funding a passion project. We measure success in the smiles of clients who tell us they feel empowered, supported, and on track to live their best lives.
What aspects of your work bring you the most satisfaction?
We find the greatest joy in watching our clients achieve what they once thought was impossible. We love being part of their journey, celebrating their wins, and knowing that we’ve helped create a brighter, more secure future for them and their loved ones.
M&T Financial Partners
10101 Reunion Place, Suite 360, San Antonio, TX 78216
(210) 796-9549 | www.mt.financial
Melinda Adams & Patrick Taylor are registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory office: 10101 Reunion Place Suite 300, San Antonio, TX 78216 (210) 342-4141.
M&T Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202712-7711689
