Our Story

We've been serving families in Sonoma County since 2002

Montgomery Taylor (“Monty”), a Sonoma County native, has a long history in the financial services industry.

Early in his career, Monty developed an affinity for the industry.  However, as Monty gained more experience in the industry, he grew to believe that instead of providing excellent customer service, a large number of professionals in the industry frustrated their own clients.  

During his career, Monty observed that:

  • Many accounting clients were frustrated by CPAs who didn’t return phone calls promptly or took too long to prepare tax returns.
  • Clients complained that advice was not provided proactively and there was little tax planning included.
  • Many investment management clients were frustrated by brokers who didn’t prepare their portfolio for downturns.  

In the investment industry, Monty saw many issues that the clients probably didn’t even see.  He observed many investment industry players that put profits in front of client goals. From commissioned sales to sales contests for the “biggest producers”, he felt there was not enough focus on client goals.  

He felt that a better solution was needed, which inspired the creation of Montgomery Taylor Wealth Management.

Fast forward to today, Monty has been joined by a team of equally passionate professionals dedicated to one thing: providing all-around financial expertise in one place.  The team provides fee-only services and acts as a fiduciary, always putting the client’s interest first.  

Is it possible to succeed by putting the client first?  Since 2002, our firm has had the privilege of serving hundreds of families throughout Sonoma County. We believe that our success speaks for itself.    

 

The team provides fee-only services and acts as a fiduciary, always putting the client’s interest first.  

Check Your Financial Health

We specialize in developing a comprehensive financial plan and investment strategy that focuses on six core elements that will help you realize financial success.