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 has changed since the early 1980s!

Hear from the MONTAG Wealth team.

In this video, brothers John and Ned Montag offer a bit of a retrospective of the firm they now lead, joined by the voices of their mother Jackie Montag, as well as long-tenured staff members Olga Lee and Jeff Harari.  They describe ways in which investment options have proliferated and technologies have brought efficiencies to the work they do.

But tellingly, it’s the things that do not change that are at the core of what MONTAG does – client-centered, trusting relationships, an emphasis on communication – “MONTAG walks and talks these values on a daily basis.”

In less than 3 minutes, hear about the firm’s evolution from those who have experienced it in person.

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 has changed since the early 1980s!

Hear from the MONTAG Wealth team.

In this video, brothers John and Ned Montag offer a bit of a retrospective of the firm they now lead, joined by the voices of their mother Jackie Montag, as well as long-tenured staff members Olga Lee and Jeff Harari.  They describe ways in which investment options have proliferated and technologies have brought efficiencies to the work they do.

But tellingly, it’s the things that do not change that are at the core of what MONTAG does – client-centered, trusting relationships, an emphasis on communication – “MONTAG walks and talks these values on a daily basis.”

In less than 3 minutes, hear about the firm’s evolution from those who have experienced it in person.

Author

  • MONTAG

    At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.

    https://montagwealthmanagement.com [email protected] MONTAG