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Ready to get your whole financial life on track?

Many firms focus on investments and financial planning, but you also want help reducing taxes, managing risk and estate planning. For over 40 years, Montgomery Taylor has been helping people like you feel more confident and in-control of your money.
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What’s the key to achieving your life goals?

It all starts with the right financial foundation.
We’ll help you organize your entire financial life and establish a strategy that helps you achieve your vision of success.
Growth Investments
Uninterrupted Pension System
Tax Reduction Plan
Estate Protection & Distribution Plan (Estate Planning)
Long Term Care Insurance,
Social Security Optimization, Life Insurance
Cash Reserve,
Health Insurance, Home, Home Equity
Growth Investments
Uninterrupted Pension System
Tax Reduction Plan
Estate Protection & Distribution Plan (Estate Planning)
Long Term Care Insurance, Social Security Optimization, Life Insurance
Cash Reserve, Health Insurance, Home, Home Equity

Experience Matters

With over 40 years of history helping people like you, we have the experience you need to simplify your life and maximize your opportunities.

Meet our highly specialized team of financial professionals, including wealth managers, tax professionals and an in-house estate planning attorney.

Meet the Team
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Create Your Best Financial Picture

We know not everyone has access to this type of comprehensive financial planning help. We wrote this guide in the hopes that you can start taking some of these steps now to lay the groundwork for a more successful financial future.
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Helping you be prepared (not surprised)

Managing your money is complex and when you’re busy, it’s easy to procrastinate on planning. We help you prepare for the expected (and the unexpected), so you can stay on track to your goals.
Am i leveraging my company benefits?
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Am i at risk of getting a large tax bill at the end of the year?
Am i saving enough for retirement?
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Am i going to have enough money to retire comfortably?
AM I TAKING SOCIAL SECURITY TOO SOON (OR TOO LATE)?
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Am i at risk of getting a large tax bill at the end of the year?
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Am i leveraging my company benefits?
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Am i saving enough for retirement?
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Am i going to have enough money to retire comfortably?
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AM I TAKING SOCIAL SECURITY TOO SOON (OR TOO LATE)?

Montgomery Taylor Wealth Insights

Read the latest from our wealth managers, accountants and estate planners.
Roth Vs. Traditional, and When a Conversion Makes Sense
retirement planning
Are You Leaving a Legacy or a Tax Burden? 6 Estate Planning Strategies
financial planning
Read Blog
Montgomery Taylor Wealth Management is a Santa Rosa-based firm serving the greater Sonoma County area. Our team of financial advisors, certified public accountants and estate planning attorneys provide you with integrated, complete financial advice so you can simplify your life and maximize your opportunities.

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Contact Us
  • Address:
    2880 Cleveland Avenue, Suite 2 Santa Rosa, CA 95403
  • Telephone:
    707-576-8700
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The information contained in this site is for illustrative purposes only and is based on a general viewpoint of our typical clients. The information should not be construed as investment recommendations. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investment portfolio. Please consult with a qualified professional to determine the best approach for your situation. Past performance is not indicative of future results. Investment Advisory Services offered through Montgomery Taylor Wealth Management, a Registered Investment Adviser.
Copyright © 2021, Montgomery Taylor Wealth Management. All rights reserved.
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