Our firm’s latest take on markets, investing, current events and more. This quarter’s edition has a GREEN theme… just in time for SPRING. Enjoy!
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.
Latest posts from MONTAG
- MONTAG Wealth Management Announces Move to Cobb County - January 24, 2023
- MONTAG Celebrates 40 Years Building Wealth for Present and Future Generations - October 27, 2022
- MONTAG Viewpoints – Third Quarter, 2022 - October 6, 2022