MONTAG Wealth Management
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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.
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.
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.
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
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/
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
08/18/2026
An institution's investment portfolio should reflect more than financial objectives. It should support the organization's mission, provide stability through changing leadership, and help preserve purchasing power over the long term. Explore MONTAG's Institutional Management services to learn more about our approach.
https://montagwealthmanagement.com/wealth-management-services/institutional-management/
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
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/
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/
07/21/2026
Financial planning brings clarity to today’s decisions and confidence in the path ahead.
At MONTAG, we focus on what matters most to you and integrate it across your financial life, from taxes and retirement to estate planning.
Explore our approach to financial planning:
https://montagwealthmanagement.com/wealth-management-services/financial-planning/
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Telephone
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 |
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