MONTAG Wealth Management

MONTAG has been a family-run wealth management business for over 40 years, serving individuals, families, and institutions in Atlanta and across the country. We know that every client and institution we serve has their own unique story and mission, one that deserves more than a conversation with an anonymous voice, conducted over a customer service line. For individuals and families, we take the time to get to know you to learn how you have built your net worth and understand your investment philosophy and priorities. Above all, we listen to your financial goals, dreams, and fears. For institutions, we start with a clear understanding of the balance sheet obligations and income statement. This information is a key part of the research and analysis necessary to develop customized investment objectives, including risk tolerance and other investment criteria. From there, we structure institutional portfolios, like endowments, accordingly, taking into account risk and return dynamics...