Individuals and Families

Custom portfolio management

We work with individuals and families to design and manage their portfolios, guided by investment objectives and risk tolerance. Whether it is capital preservation or a competitive market return necessary to preserve purchasing power, we will provide personalized advice and investment management designed to meet your needs.

If you are unsatisfied with your current wealth manager and open to a change, we want to know more. How and why was your previous advisor selected? What is driving the decision to move, and what will give you confidence in your new advisor?

Whether you are the millionaire next door, a successful business executive, or someone whose family wealth is passed down through generations, MONTAG’s experienced professionals are here to help. At MONTAG, we get to know you, build trust together, and give real, actionable advice to help you make the best decisions for your circumstances. For those who’ve never worked with a wealth management firm and aren’t sure where to start, we’ll answer questions transparently, with dialogue rooted in knowledge and experience to earn your trust.