Montgomery Taylor Launches New Website

Montgomery Taylor Launches New Website

Montgomery Taylor Wealth Management is pleased to announce the launch of our new and improved website! The new site went live on September 30, 2019. The fresh look and feel make it easier to find information, stay updated on financial news, and contact us when you have a question.

If you haven’t had a chance to check it out yet, please do. The easy-to-access navigation allows you to research who we are and what we do.

Our new look is more user-friendly and provides a clearer message of how we can help and what we believe. As a full-service firm, we not only assist clients with their investments and financial planning but we also help clients reduce their taxes, establish their estate plans, and manage their risk.

Here are 6 things we’re especially excited about:

1. Free resources

At Montgomery Taylor Wealth Management, we know that a good financial foundation is key to achieving your life goals. So our new site provides many free resources to help lay that groundwork. You can access these resources here, and download our newest eBook here: Realistic Financial Planning: Create Your Best Financial Picture.

2. Refreshed blog

Managing your money can be complex, and when you’re busy, it’s easy to procrastinate on planning. But this can be dangerous – putting off planning until it’s time to retire may leave you in a position where the life you had hoped for isn’t actually possible. To help clients prepare for the expected (and the unexpected), so they can stay on track to reaching their goals, we will also be posting informative articles to our blog on a regular basis. We’ll cover financial news that may have an effect on your finances, tips on how to put together the best plan for you, and steps to keeping you on track. You can read our blog here.

3. New video page

Not everyone retains information the same way, so in addition to regular blog posts and free eBooks, we have also created a video page to help relay information. You can browse through and watch our latest video posts here.

4. Frequently asked questions and case studies

In our more than 40 years of experience helping families with their financial plans, we have heard some of the same concerns. So we’ve compiled our most commonly asked questions and provided the answers in one easy place. You can find this information, as well as some simple case studies of the types of clients we specialize in helping, here.

5. Team bios

Choosing the right financial advisor to work with is a big decision, so we’ve made sure to put a face to the names at Montgomery Taylor Wealth Management and provide a little background about who we are. Each of our financial team bios also includes an introductory video. Learn who works here and contact us directly.

6. Links to our social media accounts

Are you on LinkedIn? Facebook? We are! And we invite you to follow us, read our posts, and connect with us. You can access our accounts directly from our home page (just find the icons at the bottom of the page).


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 clients with integrated, complete financial advice so they can simplify their life and maximize their opportunities.

We invite you to take a look at our new website, and let us know what you think.