Beginning with Co-founders Tony and Jackie Montag, this brief video highlights the families, people, and success enjoyed by MONTAG Wealth over the past 40 years. While the business has evolved and changed over the decades, the basics — “the human side”, in Jackie Montag’s words — have not changed.
Hear from the MONTAG Wealth Staff
The founders are joined by senior leadership and veteran staff members, including Jeff Harari, Stacey Godwin and Jill Bourland (employed for 20+ years). They touch on the firm’s experience with markets up and down, smoothed by the continuity and longevity that brought about comforting stability to generations of clients and their heirs.
In addition to expressing their thanks to the firm’s loyal clients for the honor and privilege serving their investment needs, Ned and John Montag, CEO and President respectively, want people to know they can count on MONTAG. “We hold ourselves to standards, and we appreciate that clients hold us to those standards as well.” Ned goes on to explain that not one of the firm’s 26-member staff is here by accident, nor are there any rookies -- People at MONTAG are trained, experienced and capable.
CEO Ned Montag wraps up this retrospective by declaring “We are a rock-solid organization in every capacity.”
Beginning with Co-founders Tony and Jackie Montag, this brief video highlights the families, people, and success enjoyed by MONTAG Wealth over the past 40 years. While the business has evolved and changed over the decades, the basics — “the human side”, in Jackie Montag’s words — have not changed.
Hear from the MONTAG Wealth Staff
The founders are joined by senior leadership and veteran staff members, including Jeff Harari, Stacey Godwin and Jill Bourland (employed for 20+ years). They touch on the firm’s experience with markets up and down, smoothed by the continuity and longevity that brought about comforting stability to generations of clients and their heirs.
In addition to expressing their thanks to the firm’s loyal clients for the honor and privilege serving their investment needs, Ned and John Montag, CEO and President respectively, want people to know they can count on MONTAG. “We hold ourselves to standards, and we appreciate that clients hold us to those standards as well.” Ned goes on to explain that not one of the firm’s 26-member staff is here by accident, nor are there any rookies -- People at MONTAG are trained, experienced and capable.
CEO Ned Montag wraps up this retrospective by declaring “We are a rock-solid organization in every capacity.”
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.
