MONTAG Wealth Management Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

MONTAG Wealth Management is a family-run financial services firm based in Atlanta, Georgia, with more than four decades of experience in managing wealth for individuals, families, and institutions. The practice emphasizes personalized, ongoing relationships, granting clients direct access to senior wealth managers who tailor investment strategies to each client’s objectives, risk tolerance, and life circumstances, rather than relying on standardized models. For individuals and families, the firm focuses on understanding net worth, investment philosophy, and goals, while for institutions it analyzes balance sheet and income statement considerations to construct customized portfolios that address fiduciary duties and specific investment criteria. The organization positions itself as a bespoke, advisory operation in the wealth management sector, prioritizing asset protection and generational wealth growth through a coordinated, long-term approach. Based in Atlanta, the firm serves clients regionally and nationally, and continues to expand its capabilities, as evidenced by recent additions to staff focused on trust and estate planning.

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