Montag Celebrates 40 Years

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

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

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

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

Tony’s sons, Ned and John, join their family’s growing business, eventually becoming CEO & CIO. The MONTAG Advisory Board is also created.

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

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

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

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