Montgomery Taylor Family of Companies

Financial ServicesCalifornia, United States11-50 Employees

Montgomery Taylor Family of Companies operates in the financial services sector through Montgomery Taylor Wealth Management, a firm based in Santa Rosa, California. Founded by Montgomery Taylor, the practice emphasizes holistic financial planning by integrating expertise as a Certified Public Accountant and a Certified Financial Planner, supported by a team that includes CPAs, CFPs, and an estate attorney. The firm positions itself to provide comprehensive guidance across financial planning, tax planning and preparation, and estate considerations, aiming to deliver coordinated advice tailored to individual needs. Its services are oriented toward clients seeking integrated accounting and wealth-management solutions, addressing both financial strategy and tax implications within a regulatory context. The business is registered as an investment adviser with the State of California, and operates in jurisdictions where it is properly registered or excluded from registration requirements. A notable recent development includes the addition of a tax supervisor, reflecting ongoing team expansion to support its tax and wealth-management capabilities.

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