Monty founded Montgomery Taylor Wealth Management in his pursuit to provide the best integrated financial planning, investment, and tax services to his clients. As both a Certified Public Accountant (“CPA”) and CERTIFIED FINANCIAL PLANNER™ (“CFP®”) professional, Monty has over 30 years of investment and financial advisory experience. His passion is helping clients achieve their true goals in life through wise financial management.
As a personal wealth advisor, he has coached many high net-worth individuals and couples in Sonoma and Marin counties. Monty personally counsels individual clients on wealth management strategies, and he is readily accessible for questions and financial and/or tax consultations with his clients.
In addition, Monty is an experienced institutional investment manager. He previously worked as a key executive for a $700 million pension plan.
As a Sonoma County native, Monty grew up in the Alexander Valley. In 1979, he married his junior college sweetheart, Terri, and they have three adult children and four grandchildren. Monty and Terri are active in their church. He is also a member of several professional organizations, serving on the Personal Financial Planning Committee of the California Society of CPAs, and on the Board of the Redwood Empire State Planning Council.