After a distinguished career spanning over a decade at MONTAG Wealth Management, Benjamin S. Harris, CFA, is retiring, leaving behind a legacy of unwavering dedication to his clients and a profound impact on the firm’s culture. Ben joined MONTAG in … Read More
At MONTAG, we believe wealth management requires coordination among a variety of professionals. We recognize our clients often have established relationships with accountants, attorneys, and other specialists. Rather than working in isolation, we actively collaborate with these professionals to provide … Read More
What began as a husband-and-wife team grew larger over the first 15 years. Tony and Jackie Montag began to realize they could use more help, on the investment side, marketing initiatives, and general day-to-day management. It was around that … Read More
“Culture” is a word that is heard often by those reflecting on MONTAG Wealth Management’s past 40 years. An academic definition of culture refers to “the set of behavioral and procedural norms that can be observed within a company.” … Read More
“I decided to start MONTAG to lengthen my life,” remembers founder Tony Montag. His dream was to make it through the difficult first three years of any new business. The History of MONTAG Wealth Management in Atlanta With the … Read More
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
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
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
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