By Beverly Kelly, Trust and Estate Specialist Key Takeaways Estate planning is not just event-driven. While major life changes often prompt updates, important risks can also develop gradually over time and should not be overlooked. Significant financial events require immediate … Read More

At MONTAG Wealth Management, our strength has always come from the people who dedicate themselves to serving our clients and supporting one another. Today, we are proud to celebrate an extraordinary milestone and honor a truly special member of our … Read More

By Ray Palacios, MAcc CISSP®, CFE, Director of Compliance Key Takeaways: Cybersecurity is now part of personal financial health. Just as you focus on physical and mental well-being, protecting your digital life is essential to safeguarding your assets in 2026 Scams … Read More

by Olga Lee, MONTAG Portfolio Manager   At MONTAG Wealth Management, an investment policy statement is the foundation for a portfolio manager to construct a customized portfolio. To begin an engagement, MONTAG Portfolio Managers have in-depth conversations to identify the … Read More