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Wealth Management is a Team Sport at MONTAG

April 24, 2025 by


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 financial guidance. This approach helps to make sure we are on track when it comes to investments, estate planning, tax strategies, or specialized concerns like special needs trusts. 

We understand true wealth management extends beyond portfolio performance to encompass a client’s complete financial picture. At MONTAG, we value being part of your financial team, working alongside other trusted professionals to help you achieve your financial goals to ensure all aspects of your financial life work in harmony.

Disclaimer: The information provided is for illustration purposes only. It is not, and should not be regarded as “investment advice” or as a “recommendation” regarding a course of action to be taken. There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. MONTAG employees do not provide legal or tax advice. For specific legal or tax matters, you should consult with your own legal and/or tax advisors. MONTAG does not have any promoter agreements. We do not receive or provide compensation for referrals between our network of outside professionals.

Authors

  • 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.

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  • Ned Montag

    As Chief Executive Officer of MONTAG, Ned has overall managerial responsibility for the firm. He joined the firm in 1996 and in 2009 became CEO. Ned’s managerial expertise, particularly in the family business context, was forged during his years as a member of the staff of the Family Business Forum in the Coles College of Business at Kennesaw State University.

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  • John Montag

    John joined MONTAG in 1995 and became CIO and President in 2009. He is responsible for research oversight at MONTAG and many of the firm’s day-to-day investment assignments. As Chief Investment Officer, John oversees MONTAG’s investment research and serves as its lead portfolio manager, working directly with a number of clients. John employs a comprehensive approach, blending investment issues, legal and accounting concerns, lifestyle considerations, and philanthropic interests.

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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.