MONTAG WEALTH MANAGEMENT

That's why we believe in giving our clients direct access to their portfolio managers. You'll build relationships with real people-professionals with years of hands-on investing experience. We'll work together to craft a personalized investment strategy that will put you in the best position to protect and grow your assets over time. Once this strategy is in place, your portfolio manager is only a phone call away. When your priorities change or you have questions, you'll know who to call. MONTAG is here to give you the support you need, when you need it, while keeping your financial security at the forefront of every decision... At MONTAG, we do things differently. We are a multi-generational, family-run business founded in 1982, and believe that our clients are best served by treating them as part of our family. 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..

Also known as: MONTAG

Primary location: Atlanta United States