MONTAG Wealth Management

MONTAG Wealth Management Family-run wealth management business serving clients in Atlanta and across the country. We don’t try to fit our clients into a box.

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 were founded on the belief that our clients are best served by treating them as part of that family, and this has continued to be our driving force as we’ve grown. We know that every client and institution we serve has their own unique sto

ry and mission, one that deserves more than a conversation with an anonymous voice, conducted over a customer service line. It’s why we give our clients direct access to their Senior Wealth Managers, allowing them to build lifelong relationships with professionals who have years of front-line investing experience. It’s also why we don’t rely on selling models or off-the-shelf investment products. Together, we craft a personalized investment strategy in an effort to protect your assets and grow your wealth over generations. Visit our website at www.montagwealthmanagement.com or contact our team today by calling 404.522.5774 or emailing [email protected] to get in touch.

06/02/2026

Successful long-term investing requires discipline, patience, and the ability to stay grounded through changing market environments. In this video, Senior Wealth Manager Brendan Wagner shares the principles that guide his approach to managing client portfolios and evaluating investment opportunities.

As the school year comes to a close, many families begin planning for future education expenses. A 529 college savings p...
05/28/2026

As the school year comes to a close, many families begin planning for future education expenses. A 529 college savings plan can play a role in that process, offering tax advantages when used for qualified education costs.

Understanding where these accounts fit within a broader financial plan is an important part of long-term stewardship across generations.

Read more:
https://montagwealthmanagement.com/529-college-savings-plan/

05/21/2026

“Every business has its cornerstone people, and Pam Couch is one of those.”

On the eve of her retirement, Ned Montag, Chief Executive Officer, reflects on Pamela Couch’s role in shaping the firm over four decades. Her steady presence has helped shape the relationships and traditions that remain part of MONTAG today.

We are grateful to Pamela for her 41 years of service, and we wish her the best in her next chapter.

05/20/2026

“Pam, thank you for all that you've done for our firm.”

In this message, John Montag, President, Chief Investment Officer, and Senior Wealth Manager, looks back on Senior Administrator Pamela Couch’s 41 years of service at MONTAG.

As she enters retirement, John and the entire team celebrate her innumerable contributions to MONTAG. Thank you, Pamela.

As she prepares to enter retirement, MONTAG Wealth Management honors Senior Administrator Pamela Couch for 41 years of s...
05/19/2026

As she prepares to enter retirement, MONTAG Wealth Management honors Senior Administrator Pamela Couch for 41 years of service and her meaningful contributions to the firm.

Throughout her career, Pamela has embodied a consistent commitment to professionalism, reliability, and the standards that support how we serve our clients. Her steady presence has influenced the culture and continuity that define MONTAG today.

We extend our gratitude for her dedication and lasting impact. Read more about Pamela here:

https://montagwealthmanagement.com/celebrating-a-remarkable-career-honoring-pamela-couchs-41-years-at-montag

MONTAG Wealth Management has remained family-owned for more than four decades, guided by a commitment to stewardship and...
05/13/2026

MONTAG Wealth Management has remained family-owned for more than four decades, guided by a commitment to stewardship and continuity. This structure reinforces consistency for clients and accountability across the firm.

For clients and those considering a career at MONTAG, it reflects an environment where experienced professionals collaborate, take ownership, and contribute to long-term outcomes.

Learn more about our history: https://montagwealthmanagement.com/about-us/ -history

05/05/2026

“Transparency and the proactive sharing of information is critical in building trust.”

Ned Montag approaches managing an investment firm with a focus on honest, direct communication, especially when the path forward is not straightforward. Decisions are shaped by accountability, strong teams, and a long-term perspective. Learn more about Ned’s philosophy and experience:

https://montagwealthmanagement.com/about-us/our-team/edward-a-montag/

We believe strong financial guidance starts with strong relationships. Our approach is grounded in personalized service,...
04/30/2026

We believe strong financial guidance starts with strong relationships. Our approach is grounded in personalized service, long-term perspective, and a commitment to earning your trust. Here’s what that looks like in practice:

Our advisors maintain a deliberately limited number of client relationships, allowing for more engagement and thoughtful guidance tailored to your needs.

Every strategy we build is customized, drawing on the full perspectives and experiences of our team.

We’ve built lasting client relationships over generations by staying focused on what matters: objective advice, clear communication, and consistent results.

Explore how our relationship-first philosophy sets us apart.

https://lnkd.in/gszfR3SV

04/22/2026

"Loss of opportunity is preferable to loss of capital." - Tom Basso

In his Investment Philosophy video, Kent Shaw, CFA, shares how discipline, patience, and risk management guide his approach.

From helping families plan for retirement to guiding the next generation, Kent’s approach reflects MONTAG’s commitment to supporting clients through every stage of their financial journey.

Cybersecurity is an essential part of your personal financial health. Our team at MONTAG works closely with clients to h...
04/14/2026

Cybersecurity is an essential part of your personal financial health.

Our team at MONTAG works closely with clients to help safeguard accounts and prevent the escalation of fraud attempts. Our tactics include using secure client portals, verifying money movement, and encouraging clients to pause and confirm any unexpected or urgent financial requests.

In our latest blog post, Ray Palacios, MAcc, CISSP®, CFE, and Director of Compliance, outlines common cyber threats and the simple habits that can protect your information and assets.

Discover practical ways to help protect your information: https://montagwealthmanagement.com/in-2026-your-cyber-health-starts-with-you

Address

200 Galleria Parkway, Suite 1450
Atlanta, GA
30339

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14045225774

Website

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