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2022

Montag Celebrates 40 Years

2020

Founder Tony Montag retires, concluding a 60-year career, as MONTAG’s 40th anniversary nears.

2012

A. Montag & Associates unveils bold new branding, now known as MONTAG Wealth Management — or more simply, MONTAG.

2012

MONTAG celebrates its 30th anniversary, continuing to grow in AUM, clients and staff.

2006

MONTAG moves into Georgia-Pacific Center on the threshold of its 25th anniversary.

1995

Tony’s sons, Ned and John, join their family’s growing firm to become CEO and CIO. The MONTAG Advisory Board is also created.

1985

MONTAG launches its popular semi-annual seminar, Facts & Finances for Women.

1983

Tony’s wife, Jackie, joins the team to lead MONTAG business development.

1982

Tony acquires the Atlanta office of Wood, Struthers & Winthrop and incorporates MONTAG.

1979

Tony leaves Montag & Caldwell and joins Wood, Struthers & Winthrop.

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