Our firm’s latest take on markets, investing, current events and more. 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 Celebrates 40 Years - March 21, 2023
- Bank Failure News of March 2023 - March 14, 2023
- MONTAG Wealth Management Announces Move to Cobb County - January 24, 2023