Caroline Taylor
Advisor at Cwm, Llc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cwm, Llc
Location
Franklin Lakes, NJ 07417
Credentials
ChFC®, Series 65
Industry experience
2 years
About
Caroline Taylor is a financial advisor at CWM, LLC with the ChFC® designation and two years of industry experience. She has previously worked at Carson Wealth, Taylor Financial Group, Prudential Financial, and Eaton Vance. Outside of her advisory role, she is co-owner of Pink Suits Enterprises, a marketing business focused on creating and drafting presentations. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology platforms for portfolio management.
Client services
Based on Cwm, Llc
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on Cwm, Llc
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
Location
795 Franklin Avenue Bldg. C, Suite 202
Franklin Lakes, NJ 07417
Most active in
Caroline T has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Carson Wealth
2025 - Present (1 year)
Taylor Financial Group
2024 - 2025 (1 year)
CWM, LLC
2023 - Present (3 years)
Taylor Financial Group
2023 - 2024 (1 year)
Prudential Financial
2020 - 2023 (3 years)
Eaton Vance
2018 - 2018 (1 year)
Wellesley College
2016 - 2020 (4 years)
Taylor Financial Group
2015 - 2018 (3 years)
Montclair Kimberley Academy
2008 - 2016 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Fairfield, NJ
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