Family Owned. People Focused.
Investing For Generations.
40
Years in business.
$2B+
in assets under management.
Why Montag?
Wealth preservation and growth
Direct access to investment professionals
Customized portfolios
Financial peace of mind
At MONTAG, we take the time to get to know you, learn your goals and aspirations, craft a customized investment strategy that fits your individual needs, and guide you through the future that you envision for yourself and your family.
MONTAG uses the term, “protect and grow” as a simple way to explain a complex philosophy. At MONTAG, our work is guided by core investment principles such as asset protection, income generation, and portfolio growth. These principles are unique to each client and can change over time. Our objective is to really understand your goals, your financial situation, and your risk tolerance over the course of your relationship with us. We can then execute an appropriate investment strategy using various asset allocations to bring all of these elements together. It is MONTAG’s mission to have a long-term relationship with our clients to help them meet their evolving goals for today and tomorrow.
Wealth Management Services
Private Wealth Management
Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a portfolio manager to craft custom investment solutions that meet your individual needs. For 40 years, our portfolio managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.
Institutional Management
We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.
Wealth Management Services
Private Wealth Management
Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a portfolio manager to craft custom investment solutions that meet your individual needs. For 40 years, our portfolio managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.
Institutional Management
We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.
“For more than 40 years, we have assisted individuals and families in meeting their investment objectives and needs by preserving and growing their financial assets, while carefully managing risk.”
— Ned Montag | Chief Executive Officer
Recognition



Recent Blogs
Highlights of the SECURE Act 2.0
by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More
Generational Wealth: When to Engage Your Children
By Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth. These clients … Read More
January-April 2023 Stock Market Review | MONTAG Wealth
by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices. However, … Read More