Archives: Clients

Getting Started

By: Susan Bishop

Sep 4, 2019

Jeff is a 37-year-old software developer and his wife, Toni, is a 32-year-old Human Resources consultant. They live in Santa […]

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Hitting Your Stride

By: Susan Bishop

Sep 4, 2019

Brian (46) is a corporate attorney in the entertainment industry who travels a lot for work. His wife, Amanda (41), […]

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Almost Retired…What’s Next?

By: Susan Bishop

Sep 4, 2019

Ken (67) is getting ready to retire in less than a year as a corporate executive from a firm where […]

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Using the Internet to Find a Replacement Advisor

By: Susan Bishop

Sep 4, 2019

Tim is recently divorced and relocated to California from the Seattle area. He’s 59 and is getting ready to retire […]

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Divorcee

By: Susan Bishop

Sep 4, 2019

After a 25+ year marriage, Sally (54) finds herself recently divorced from Doug, a psychologist. Sally was a stay-at-home Mom […]

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Widow

By: Susan Bishop

Sep 4, 2019

Susan, 63, is a school teacher in Santa Rosa, where she has taught 6th graders for the past 15 years. […]

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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. Montgomery Taylor Wealth Management is a Registered Investment Advisor with the California Department of Business Oversight.