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.

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/

Our team is growing! Please get to know Arnaud Lenaerts, our newest Wealth Management Associate.Arnaud works closely wit...
07/30/2026

Our team is growing! Please get to know Arnaud Lenaerts, our newest Wealth Management Associate.

Arnaud works closely with internal teams across the firm to help ensure clients receive a thoughtful and seamless experience, assisting with portfolio reporting, client requests, and trade-related activities.

Please join us in welcoming him to the team!

https://montagwealthmanagement.com/about-us/our-team/arnaud-lenaerts/

MONTAG has been working with families and institutions for more than 40 years. Today, the firm operates as a third-gener...
07/15/2026

MONTAG has been working with families and institutions for more than 40 years.

Today, the firm operates as a third-generation business. That continuity shapes how the team approaches stewardship, relationships, and long-term planning.

Learn more about our firm’s history:

https://montagwealthmanagement.com/about-us/ -history

Markets rebounded during the second quarter as improving corporate earnings, easing energy prices, and moderating intere...
07/14/2026

Markets rebounded during the second quarter as improving corporate earnings, easing energy prices, and moderating interest rates supported investor sentiment.

In our latest Q2 2026 Market Observations, Christine Quillian, CFA, CFP®, reviews the key market developments from the quarter and discusses themes investors may be watching in the months ahead.

Read more:

https://montagwealthmanagement.com/q2-2026-market-observations/

This month marks Senior Wealth Manager Olga Lee’s 20-year anniversary with MONTAG. In her two decades at the firm, Olga ...
07/07/2026

This month marks Senior Wealth Manager Olga Lee’s 20-year anniversary with MONTAG. In her two decades at the firm, Olga has built meaningful relationships with clients and families through thoughtful communication and an investing philosophy guided by long-term perspective.

https://montagwealthmanagement.com/about-us/our-team/olga-lee-cfa/

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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