MONTAG Wealth Management

Call Directions Website Contact the business

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 story 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.

What shaped the markets in Q3? 📈The third quarter brought continued economic growth alongside rising interest rates, bon...
10/13/2026

What shaped the markets in Q3? 📈

The third quarter brought continued economic growth alongside rising interest rates, bond market volatility and an equity market increasingly influenced by AI.

In our latest Q3 2026 Market Observations, Hong-Tsun Simon, CFA, Senior Wealth Manager, takes a closer look at today’s market environment, from opportunities in fixed income to the growing concentration of AI-related stocks, and what these trends may mean for investors.

Read the full commentary: https://montagwealthmanagement.com/q3-2026-market-observations/

This month, we’re proud to celebrate Larry Mendel’s 10-year anniversary with MONTAG. As Director of Sales, Larry has spe...
10/07/2026

This month, we’re proud to celebrate Larry Mendel’s 10-year anniversary with MONTAG. As Director of Sales, Larry has spent the past decade developing meaningful relationships and contributing to the growth of the firm.

Join us in congratulating Larry on 10 years with MONTAG and learn more about his experience:

https://montagwealthmanagement.com/about-us/our-team/larry-mendel/

Supporting the communities where we live and work is an important part of who we are. We recently volunteered with Famil...
09/29/2026

Supporting the communities where we live and work is an important part of who we are. We recently volunteered with Families First, a Georgia nonprofit that has been strengthening our local families for more than 135 years. We're proud to support an organization making a meaningful difference for people across our city.

09/23/2026

Every financial plan begins with understanding the person behind it. In this short video, Olga Lee, CFA, Senior Wealth Manager, shares why building long-term relationships and understanding each client's unique goals, circumstances, and risk profile are central to her approach to wealth management.

New savings opportunities can also bring new questions. Understanding eligibility requirements, contribution limits, inv...
09/17/2026

New savings opportunities can also bring new questions. Understanding eligibility requirements, contribution limits, investment rules, and how Trump Accounts compare with other long-term savings options can help families make more informed financial decisions. Read the full blog post to learn what to consider when evaluating whether a Trump Account fits into your family's long-term financial plan.

https://montagwealthmanagement.com/what-is-a-trump-account-eligibility-contributions-and-key-rules-explained

Looking for thoughtful perspectives on investing, financial planning, and the markets? Subscribe to our newsletter to re...
09/09/2026

Looking for thoughtful perspectives on investing, financial planning, and the markets? Subscribe to our newsletter to receive considerations from our team, along with the latest firm updates.

Sign up here:

https://montagwealthmanagement.com/newsletter/

What can railroads, automobiles, and search engines teach investors about artificial intelligence? History shows that ma...
09/01/2026

What can railroads, automobiles, and search engines teach investors about artificial intelligence?

History shows that many of the early leaders in transformative industries were not the companies that ultimately stood the test of time. In his latest blog post, John Montag explores why a disciplined, long-term perspective may matter more than trying to predict today's AI winners.

https://montagwealthmanagement.com/start-your-engines-what-railroads-automobiles-and-search-engines-can-teach-investors-about-artificial-intelligence

A well-crafted estate plan can help provide clarity, continuity, and peace of mind for those you care about most. It sho...
08/13/2026

A well-crafted estate plan can help provide clarity, continuity, and peace of mind for those you care about most. It should be reviewed periodically to reflect changes in your life, your financial circumstances, and the people you trust to carry out your wishes.

Our latest blog explores why periodic estate plan reviews are important and highlights key moments when it may be time to revisit your plan.
Read more about the importance of reviewing your estate plan regularly.

https://montagwealthmanagement.com/your-estate-plan-checkup

08/05/2026

Financial planning is an ongoing process that helps bring clarity and confidence to important financial decisions. Jackson Keenan, CFP®️, APMA®️, shares how MONTAG's approach helps clients stay focused on what matters most as their lives and goals evolve.

We invite you to listen to Jackson's perspective:

https://montagwealthmanagement.com/about-us/our-team/jackson-keenan-cfp/

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

Alerts

Be the first to know and let us send you an email when MONTAG Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to MONTAG Wealth Management:

Shortcuts

Share

Category