After a distinguished career spanning over a decade at MONTAG Wealth Management, Benjamin S. Harris, CFA, is retiring, leaving behind a legacy of unwavering dedication to his clients and a profound impact on the firm’s culture. Ben joined MONTAG in … Read More

At MONTAG, we believe wealth management requires coordination among a variety of professionals. We recognize our clients often have established relationships with accountants, attorneys, and other specialists. Rather than working in isolation, we actively collaborate with these professionals to provide … 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 2025 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More