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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

Bank Failure News of March 2023

Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More