Business Details
44 Years
experience
Your Trusted Financial Advisory Partner in Atlanta
At MONTAG Wealth Management, we approach wealth management as a deeply personal endeavor rooted in multi-generational relationships. Founded in 1982 as a family-run business, we prioritize treating clients as extended family by dedicating time to understand their financial journeys, philosophies, and aspirations. Our fiduciary standard ensures clients' interests always come first, with transparent fee structures calculated as a percentage of assets under management. For over four decades, we've crafted customized investment strategies that evolve alongside clients' changing goals, providing direct access to experienced portfolio managers without intermediaries. Our legacy began in 1924 with Louis Montag's career at Montag Brothers Paper Company, evolving through pivotal milestones like our 1982 incorporation and 2020 40th-anniversary celebration.We maintain hands-on relationships through personalized meetings and consultations, focusing on long-term wealth preservation and growth. Our team's decades of combined expertise guide clients through capital protection, income generation, and portfolio expansion tailored to individual risk tolerances. As a fee-based advisory firm, we eliminate transaction-driven commissions to maintain objectivity while delivering continuous counseling and strategy adjustments as needed. Our Atlanta headquarters serves individuals, families, and organizations seeking fiduciary guidance aligned with their unique financial narratives. Community involvement remains central to our values, reflecting our commitment to both client success and broader societal impact.
Services
Private Wealth Management
Institutional Management
Financial Planning
Fixed Income Services
Portfolio Management
Details
- Year established: 1982
Highlights and features
- We offer 40 years of specialized expertise in wealth management and investment advisory services
- Our team provides direct access to portfolio managers with decades of hands-on experience
- We operate under fiduciary standards with transparent, fee-based pricing structures
- We craft customized investment strategies that evolve with clients' changing life circumstances
- Our $2 billion asset management experience covers multi-generational wealth preservation
Services
Private Wealth Management
Our private wealth management service focuses on creating customized investment solutions for high-net-worth individuals. We work directly with clients to develop strategies that align with their financial goals while maintaining flexibility for evolving circumstances. The service emphasizes long-term wealth preservation through diversified portfolio management techniques.
Institutional Management
Institutional management provides fiduciary investment solutions for organizations, focusing on long-term portfolio growth aligned with institutional objectives. Our professionals collaborate with boards to design strategic allocations while maintaining prudent stewardship of organizational assets. This service emphasizes customized investment frameworks tailored to specific organizational needs.
Financial Planning
Our financial planning service extends beyond investment portfolios to address comprehensive wealth management needs. We assist clients with retirement planning, education funding, major purchases, and executive benefits through integrated strategies. The service combines investment management with practical financial life planning to support clients' long-term objectives.
Fixed Income Services
Fixed income services specialize in creating customized bond portfolios designed to meet specific financial goals. We employ various structuring approaches to develop income-generating, diversified fixed-income solutions tailored to individual risk profiles. This service focuses on capital preservation while optimizing income potential through strategic bond allocation.
Portfolio Management
Portfolio management services combine active market research with personalized strategy development to optimize investment outcomes. Our professionals continuously monitor and adjust allocations based on market conditions and client needs. The service emphasizes asset protection and strategic growth through comprehensive investment oversight.
People
John Montag
President, CIO & Senior Wealth Manager
John Montag combines decades of wealth management experience with executive leadership as President and Chief Investment Officer. He specializes in developing optimal investment strategies and overseeing portfolio management operations.
Ned Montag
Chief Executive Officer
As CEO, Ned Montag leads MONTAG Wealth Management's strategic direction while maintaining direct client relationships. His leadership builds on 40 years of family wealth management legacy and investment expertise.
Questions
What differentiates MONTAG Wealth Management from other financial advisors?
Our multi-generational family business approach provides direct client access to portfolio managers, customized investment strategies, and fiduciary responsibility without transaction-based commissions.
How does MONTAG approach wealth preservation?
We emphasize capital protection through diversified portfolio strategies while considering individual risk tolerance and long-term growth objectives in all investment decisions.
What services do you offer for institutional clients?
Our institutional management service creates tailored investment solutions aligned with organizational objectives while maintaining fiduciary responsibility to boards and stakeholders.
How are fees structured at MONTAG Wealth Management?
We use transparent, asset-based fee structures with quarterly reporting, eliminating transaction commissions and product fees while maintaining continuous advisory services.
Do you provide educational financial resources?
Yes, we offer blog content covering topics like 529 plans, charitable giving strategies, and tax planning through our educational resources section.
Videos
