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Generational Wealth: When to Engage Your Children

By Larry Mendel, Vice President of Sales Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth.   These clients have worked … Read More

Highlights of the SECURE Act 2.0

by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More

The Evolution of MONTAG Wealth

As one might expect, the passing of 40 years since the early days of MONTAG Wealth has seen a great deal of evolution – in markets, technology, the investment industry at large, and within the MONTAG firm itself.  A lot … Read More

MONTAG Wealth Celebrates 40 Years

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 … Read More