Family Owned. People Focused.

Personalized Wealth Management

40

Years in business.

$2B+

in assets under management.

Why Montag?

wealth preservation & growth icon

Wealth preservation and growth
 

exclusive portfolio manager icon

Direct access to investment professionals

customized portfolios icon

Customized portfolios

financial peace of mind icon

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

Private Wealth Management

Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a senior wealth manager to craft custom investment solutions that meet your individual needs. For over 40 years, our wealth managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.

institutional management

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

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

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

Ned Montag

Recognition

Wealth Management News & Analysis

 
Blog | Financial Planning
End-of-Year Tax Planning Strategies

By JACKSON KEENAN, CFP®  End-of-Year Tax Planning For most Americans, the tax filing deadline for 2025 is Wednesday, April 16, 2026. However, for high-net-worth individuals, effective tax planning begins much earlier. Consider December 31, 2025, as your real deadline to … Read More

November 21, 2025
Blog | Financial Planning
Highlights of the SECURE Act 2.0

Key Takeaways RMDs Pushed Out The age to begin Required Minimum Distributions increases to 73 now and 75 starting in 2033, allowing retirees more time for tax-deferred growth. Lower Penalties for Missed RMDs The prior 50% penalty for failing to … Read More

November 17, 2025
Blog | Financial Planning
Charitable Giving and Tax Planning

by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of giving, it is important to consider how giving can benefit both your principles and your taxes. Many of our clients utilize Donor-Advised Funds, but they look … Read More

October 20, 2025

At MONTAG, we’ve been successfully investing for generations, helping our clients meet their goals. We’ll help you do the same.