Tag: news

Dear Valued Clients

Mar 18, 2020
As more information continues to flood in about the spread of the Coronavirus, we want you to know that we […]

Montgomery Taylor, CPA, CFP, has been Inducted into the Prestigious Marquis Who’s Who Biographical Registry

SANTA ROSA, CA, February 26, 2020 – Montgomery Taylor, CPA, CFP, has been inducted into Marquis Who’s Who. As in […]

Montgomery Taylor Wealth Management Announces Acquisition of the Stephen Imboden, CPA Firm

Dec 18, 2019
Santa Rosa, CA, December 9, 2019 – The Santa Rosa-based wealth management and accounting firm, Montgomery Taylor Wealth, announced today […]

The Thanks We Give Each Year

Nov 25, 2019
Whether it’s turkey or ham, cranberry jelly or sauce, stuffing or mashed potatoes, everyone has their Thanksgiving traditions. Each year […]

Montgomery Taylor Launches New Website

Oct 7, 2019
Montgomery Taylor Wealth Management is pleased to announce the launch of our new and improved website! The new site went […]