Hear from several members of the firmโs leadership and Portfolio Managers as they discuss the ways MONTAG Atlanta wealth management does business โold schoolโ โ prioritizing relationships and building customized investment portfolios.
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At MONTAG, we do things differently. Weโve 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 โ what youโve 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 โ 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 info@montagwealth.com to get in touch.
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