Clayton Taylor is a Financial Advisor with Platinum Wealth Solutions of Texas, a firm dedicated to empowering individuals, families, and business owners through thoughtful financial guidance. With a mission to positively impact lives, lifestyles, and legacies, Clayton leverages a comprehensive planning process to craft customized strategies that align with each client’s unique goals.
Clayton is deeply passionate about working to help you plan confidently for the future. He believes sound financial planning is about more than just numbers. Through our unique Platinum Advisory Process, he helps you determine your goals and dreams, and then with you creates a financial plan to help you reach them. The plan is the cornerstone of our relationship as it helps us track and monitor what’s most important to you.
Education
- University of the Incarnate Word
- Major in Finance
- Minor in Accounting
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 66
- Life, Accident, and Health Insurance
Investment Philosophy
Clayton believes in the long-term value of holding high-quality companies as a powerful tool to combat the effects of inflation and preserve purchasing power over time. He emphasizes a thoughtful, steady handed, and disciplined investment approach, rather than reacting emotionally to market headlines or media-driven noise.
His focus remains on building resilient portfolios centered around strong, time-tested businesses - investments designed to endure far beyond the momentary hysteria of financial journalism.
Personal Data
Outside of work, Clayton is an avid outdoorsman and active conservationist. He is a proud member of his local Ducks Unlimited chapter and volunteers as a duck hunting guide for Cross Trail Outfitters, a youth ministry that shares the Gospel through outdoor adventure. A former swimmer, Clayton, competed as a Division I athlete for The University of the Incarnate Word swim team, contributing to three conference championships. Clayton and his wife, Gracie, live in San Antonio, where they are active parishioners at Holy Trinity Catholic Church.