History Archive - Montag Wealth

  • 1924

    By Jeff Harari on January 25, 2014
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    Louis Montag begins his career at Montag Brothers Paper Company in Atlanta.

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  • 1945

    By Jeff Harari on January 25, 2014
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    Louis Montag starts Atlanta’s first independent advisory firm, Montag & Caldwell.

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  • 1960

    By Jeff Harari on January 25, 2014
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    Louis’s son, Tony, joins his father’s firm.

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  • 1979

    By Jeff Harari on January 25, 2014
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    Tony leaves Montag & Caldwell and joins Wood, Struthers & Winthrop.

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  • 1982

    By Jeff Harari on January 25, 2014
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    Tony acquires the Atlanta office of Wood, Struthers & Winthrop and incorporates MONTAG.

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  • 1983

    By Jeff Harari on January 25, 2014
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    Tony’s wife, Jackie, joins the team to lead MONTAG business development.

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  • 1985

    By Jeff Harari on January 25, 2014
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    MONTAG launches its popular semi-annual seminar, Facts & Finances for Women.

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  • 1995

    By Jeff Harari on January 25, 2014
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    Tony’s sons, Ned and John, join their family’s growing firm to become CEO and CIO. The MONTAG Advisory Board...

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  • 2006

    By Jeff Harari on January 25, 2014
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    MONTAG moves into Georgia-Pacific Center on the threshold of its 25th anniversary.

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  • 2012

    By Jeff Harari on January 25, 2014
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    MONTAG celebrates its 30th anniversary, continuing to grow in AUM, clients and staff.

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