Contrast MONTAG with a LARGE FINANCIAL INSTITUTION – Turnover of Staff

Our “A Minute With MONTAG” series introduces the second in a suite of comparisons we’ve dubbed “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers Turnover of Staff:


AMWM Turnover of Staff


TAKEAWAY:  With MONTAG, turnover is generational.





    At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch. [email protected] MONTAG