History Archive - Montag Wealth

Louis Montag begins his career at Montag Brothers Paper Company in Atlanta.

Louis Montag starts Atlanta’s first independent advisory firm, Montag & Caldwell.

Louis’s son, Tony, joins his father’s firm.

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

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

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

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

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

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

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