Resources

By Jane Morrow, IACCP®, Compliance Manager When spending time with your family and friends, you may find yourself reflecting on how you and your loved ones support each other. As you do, you should think about who in your life … Read More

By JACKSON KEENAN, CFP® Most Americans’ tax deadline will be Tuesday, April 15, 2025. I recommend that our high-net-worth clients consider Tuesday, December 31, 2024, as their tax deadline. In today’s blog, I will discuss tax advantage strategies that should … Read More

by Christine R. Quillian, CFA, CFP®, Portfolio Manager  In an era dominated by algorithms, artificial intelligence, and automated trading, it might seem counter intuitive to emphasize the value of personal relationships in investment management. However, by fostering trust, empathy, communication … Read More

MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q3 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly … Read More

MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q2 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly … Read More

  MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q1 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More

Hear from several members of the firm’s leadership and Portfolio Managers as they discuss the ways MONTAG Atlanta wealth management does business “old school” — prioritizing relationships and building customized investment portfolios.

Hear a special welcome message from MONTAG CEO Ned Montag, and CIO, President, and Portfolio Manager John Montag.

  What began as a husband-and-wife team grew larger over the first 15 years. Tony and Jackie Montag began to realize they could use more help, on the investment side, marketing initiatives, and general day-to-day management.  It was around that … Read More