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

by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices.  However, … Read More

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