Protect and Grow: Guiding you towards a brighter financial future
At MONTAG, we have been successfully investing for generations, helping our clients meet their goals. Our company was founded on the principles of integrity, expertise, and customer-centric approach. Our mission is to provide personalized wealth management services to individuals, families, and organizations, helping them achieve their financial objectives.
Our Approach
At MONTAG, we take a client-focused and fee-based approach to wealth management. We understand that every individual and organization has unique financial goals and needs. Our team of investment professionals takes the time to get to know our clients, understanding their aspirations and risk tolerance. We craft customized investment strategies that fit each client's individual needs, using various asset allocations to bring all the elements together.
Wealth Management Services
We offer a range of wealth management services, including Private Wealth Management and Institutional Management. For individuals, we provide customized investment solutions that meet their individual needs, helping them preserve and grow their wealth. Our institutional clients benefit from our expertise in long-term portfolio growth and prudent investment decisions.
Private Wealth Management
Our private wealth management services focus on preserving and growing our clients' wealth. We work closely with our clients to understand their goals, financial situation, and risk tolerance. Our portfolio managers research the financial markets, advising our clients on strategies to protect their assets and grow their net worth.
Institutional Management
We provide institutional management services to organizations, honoring their fiduciary obligation. Our investment professionals work closely with boards and staff to design portfolios that focus on long-term growth. We guide organizations with prudent investments and sound portfolio stewardship.
Our Community Involvement
At MONTAG, we are committed to giving back to our community. We believe that our business should have a positive impact on the society we serve. We are dedicated to supporting philanthropic efforts and fostering educational initiatives that promote financial literacy and responsibility.
Who We Serve
We serve individuals and families, helping them achieve their financial goals. We also work with organizations, providing customized investment solutions that meet their unique needs.
Exceptional Firm, Exceptional Service
Montag Wealth is an outstanding firm that has built a reputation on decades of integrity and service. The company values the entire story of its clients, taking the time to understand their unique needs and goals. This approach has earned Montag Wealth its highest recommendation from satisfied clients like Julianne Schaaf, who credits the firm with exceptional service and quality wealth management.
Strengths
Montag Wealth's commitment to integrity and service is evident in its dedication to understanding each client's individual story. This personal approach has allowed the firm to establish strong relationships with its clients, who appreciate the attention to detail and care that the company provides.
Conclusion
Montag Wealth stands out as an exceptional firm that provides exceptional service. With its decades-long history of integrity and commitment to understanding each client's unique story, it's no wonder why clients like Julianne Schaaf are so enthusiastic about their experience with the company.
