Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q2 2023

  MONTAG has always been a family business, a fact that is core to its identity.  Moreover, it’s a competitive advantage, as brothers John and Ned Montag make clear in this brief interview.  As the firm’s current leadership, having taken … Read More

As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself.  A lot … Read More

Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q1 2023

Beginning with Co-founders Tony and Jackie Montag, this brief video highlights the families, people, and success enjoyed by MONTAG Wealth over the past 40 years.  While the business has evolved and changed over the decades, the basics — “the human … Read More

Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More

Atlanta Wealth Management Firm announces its relocation to Cobb County. Cobb County, GA (January 2023) – MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County … Read More

Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q4 2022

Atlanta Wealth Management Firm recognizes its long, storied history and team contributions by celebrating four decades of empowering Southeast clients to gain confidence in and control over their present and future financial well-being.   Atlanta, GA (September 2022) – MONTAG, … Read More

Our firm’s latest take on markets, investing, current events and more. Enjoy! MONTAG Viewpoints, Q3 2022