Our Business Development Team, responsible for the firm’s online and social media presence, has launched “A Minute With MONTAG” – an ongoing campaign of informational social media posts. One of the aspects of our firm’s culture is to value brevity – striving for concise and to-the-point communication. Toward that end, “A Minute With MONTAG” posts will be short and sweet. Our first two such AMWM posts were made in November, and introduced new members of our Investment Team: Helen Donahue, CFA and Amy Carcione, CFA.

We invite you to follow us on Facebook or LinkedIn, look for our occasional posts of items of interest, and spend “a minute with MONTAG.”

AMWM Helen Donahue, CFAAMWM Amy Carcione, CFA



    At MONTAG, we do things differently. We‘ve 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 – what you’ve 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 — 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 [email protected] to get in touch.