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Home » Blog » Private Wealth Management
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Private Wealth Management

September 12, 2019 by MONTAG

People are often interested in learning more about MONTAG and the notion of “Private Wealth Management”:

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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.

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MONTAG Wealth Management
200 Galleria Parkway
Suite 1450
Atlanta, Georgia 30339

404.522.5774
[email protected]

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    • About Us
      • Our Approach
      • Client-Focused, Fee Based
      • Our History
      • Our Team
        • Leadership
        • Investment Team
        • Business Development Team
        • Client Service Team
        • Emeritus
      • Our Community Involvement
    • Who We Serve
      • Individuals and Families
      • Organizations
    • Wealth Management Services
      • Private Wealth Management
      • Institutional Management
    • Resources
      • Blog
      • Viewpoints Newsletter
      • MONTAG in the News
      • FAQ
      • Form CRS
    • Contact
    • Client Login
      • MONTAG Client Portal
      • Schwab Login
      • Fidelity Login