Business Details
44 Years
experience
Your Trusted Partner for Wealth Management Solutions
At MONTAG Wealth Management, we pride ourselves on being a multi-generational, family-run business with over four decades of experience in personalized wealth management. Founded in 1982, our firm operates under the fiduciary standard, prioritizing client interests through fee-based, transparent services. Our team of seasoned professionals, including Chartered Financial Analysts and Certified Financial Planners, delivers customized investment strategies tailored to individual and institutional needs. We emphasize long-term relationships, direct access to portfolio managers, and a commitment to preserving and growing client assets.With $2 billion in assets under management, we combine rigorous research, diversified portfolios, and collaborative planning to address evolving financial goals. Our approach integrates tax-sensitive decisions, estate planning, and philanthropic strategies, ensuring comprehensive solutions. As a client-centric firm, we maintain open communication, quarterly reporting, and a dedication to ethical standards, solidifying our reputation as trusted advisors in wealth management.
Services
Private Wealth Management
Institutional Management
Financial Planning
Fixed Income Services
Investment Management
Portfolio Management
Retirement Planning
Estate Planning
Charitable Planning
Tax-Sensitive Investing
Details
- Year established: 1982
Highlights and features
- We offer over 40 years of experience in personalized wealth management.
- Direct access to senior wealth managers with decades of industry expertise.
- Customized portfolios aligned with individual financial goals and risk tolerance.
- Fiduciary commitment ensuring transparent, client-first advisory services.
- Integrated financial planning addressing retirement, education, and estate needs.
Services
Private Wealth Management
MONTAG's Private Wealth Management focuses on personalized investment strategies for high-net-worth individuals. We prioritize capital preservation and growth through customized portfolios, direct access to senior wealth managers, and long-term relationship-building. Our approach integrates tax-sensitive decisions, estate planning, and philanthropic strategies to align with individual client goals.
Institutional Management
Institutional Management at MONTAG caters to endowments, foundations, and organizations. We design portfolios emphasizing fiduciary responsibility, long-term growth, and prudent stewardship. Our team collaborates with boards and staff to align investments with mission-driven objectives, ensuring sustainable financial health for institutional clients.
Financial Planning
MONTAG's Financial Planning services address retirement, education funding, major purchases, and executive benefits. Led by Certified Financial Planners, we provide comprehensive guidance on cash flow, insurance, tax strategies, and estate planning to help clients achieve both short- and long-term financial goals.
Fixed Income Services
Our Fixed Income Services offer tailored bond portfolios to generate income, diversify investments, or preserve capital. With a dedicated fixed income manager, we utilize municipal, treasury, corporate, and agency bonds, focusing on predictable returns and strategic reinvestment opportunities.
Investment Management
MONTAG's Investment Management provides discretionary portfolio management using individual securities and ETFs. We employ a team-based approach with over 20 years of average industry tenure, combining fundamental and technical analysis to optimize risk-adjusted returns for diverse client needs.
People
Edward A. Montag
Chief Executive Officer
Ned Montag leads MONTAG as CEO, leveraging decades of family business expertise and a legacy of client-focused wealth management since 1982.
John L. Montag
President, Chief Investment Officer
John Montag oversees investment operations and serves as Senior Wealth Manager, combining strategic leadership with personalized client advisory services for over 25 years.
Jeff Harari
Chief Operating Officer
Jeff Harari manages daily operations and compliance at MONTAG, bringing extensive financial industry experience from roles in accounting and hedge fund operations.
Amy Carcione
Fixed Income Manager
Amy Carcione leads MONTAG's fixed income strategies with 16+ years of expertise in municipal bonds and portfolio management, ensuring competitive pricing and liquidity for clients.
Jackson Keenan
Director of Financial Planning
Jackson Keenan provides comprehensive financial planning services, specializing in retirement strategies, estate planning, and executive compensation for MONTAG clients.
Questions
What types of clients does MONTAG serve?
MONTAG serves individuals, families, trusts, estates, foundations, and endowed institutions across the United States.
Do you work with clients outside Georgia?
Yes, MONTAG serves clients in over 30 states nationwide, beyond our Atlanta headquarters.
What reporting does MONTAG provide?
Clients receive monthly custodial statements and quarterly MONTAG reports detailing portfolio performance and market insights.
How does MONTAG collaborate with other professionals?
We coordinate with clients' CPAs, attorneys, and other advisors to ensure holistic financial strategies.
What investment securities does MONTAG use?
We utilize individual stocks, mutual funds, ETFs, and taxable/tax-exempt fixed income securities.
What are MONTAG's fee structures?
Fees are based on a percentage of assets under management, detailed in our ADV Part 2 Brochure.
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