MONTAG Wealth Management

Financial ServicesGeorgia, United States11-50 Employees

MONTAG has been a family-run wealth management business for over 40 years, serving individuals, families, and institutions in Atlanta and across the country. 

We know that every client and institution we serve has their own unique story and mission, one that deserves more than a conversation with an anonymous voice, conducted over a customer service line. For individuals and families, we take the time to get to know you — to learn how you have built your net worth and understand your investment philosophy and priorities. Above all, we listen to your financial goals, dreams, and fears. For institutions, we start with a clear understanding of the balance sheet obligations and income statement. This information is a key part of the research and analysis necessary to develop customized investment objectives, including risk tolerance and other investment criteria. From there, we structure institutional portfolios, like endowments, accordingly, taking into account risk and return dynamics as well as the fiduciary obligations of board and staff members.

One of the main differences in working with MONTAG is that our clients have direct access to their Senior Wealth Managers, allowing them to build lifelong relationships with professionals who have years of front-line investing experience. 

We don’t rely on selling models or off-the-shelf investment products. We don’t try to fit our clients into a box. Together, we craft a personalized investment strategy in an effort to protect your assets and grow your wealth over generations. When your goals or life circumstances change along the way, your Wealth Manager is only a phone call away to ensure your strategy evolves with your circumstances.

Visit our website at www.montagwealthmanagement.com or contact our team today by calling 404.522.5774 or emailing info@montagwealth.com to get in touch.

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