Atlanta Wealth Management Firm
With 40 Years of Experience Serving High Net Worth Individuals & Institutions
For high net worth individuals, organizations, and endowments, managing wealth means planning for both your current financial future and for the financial wellbeing of your successors. For 40 years, MONTAG’s team of Atlanta wealth management professionals has guided their decision making with both the short and long-term financial goals of our clients in mind – helping to support families and businesses now and in the years to come.
Personalized Investment Philosophies
Every client has unique financial needs and aspirations. For that reason, you won't find a one-size-fits-all approach or model at MONTAG. All of our portfolio managers have the expertise and freedom to customize your portfolio and guide you on the financial path that suits you best.
Which philosophy resonates with you?
(in order of appearance)
Because We Value Relationships
Whether you’re pursuing investments for yourself, your family, your organization, or endowment, we believe a strong relationship with your portfolio manager is the key to confidence and success. We take the time to get to know you — to learn how you have built your net worth and to understand your investment philosophy and priorities. Above all, we listen to your financial goals and dreams (and of course, your fears as well).
You deserve much more than a brief conversation with an unfamiliar anonymous voice, conducted over a customer service line. That’s why we believe in giving our clients direct access to their portfolio managers. You’ll build relationships with real people — professionals with years of hands-on investing experience. We’ll work together to craft a personalized investment strategy that will put you in the best position to protect and grow your assets over time. Once this strategy is in place, your portfolio manager is only a phone call away. When your priorities change or you have questions, you’ll know who to call.
Direct access to investment professionals
Financial peace of mind
40 Years in Business
Every Portfolio Manager at MONTAG applies their unique philosophy to help clients invest for generations.