MONTAG Wealth Management

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/

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/

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 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 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/

Stay connected with us. Join our monthly newsletter for firm updates, market perspectives, and MONTAG insights delivered straight to your inbox.

Sign up today:

https://montagwealthmanagement.com/newsletter/

At many firms, investment decisions happen outside the advisory team. At MONTAG, that work stays in-house. Wealth Managers stay closely involved in both client relationships and investment oversight, creating a more connected and personalized approach to long-term wealth management.

Discover our approach to wealth management:

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

Over the past three decades, Ned has helped shape the firm through leadership rooted in transparency, accountability, and lasting relationships. We’re grateful for his continued commitment to our clients, colleagues, and the culture that continues to shape MONTAG today.

https://montagwealthmanagement.com/about-us/our-team/edward-a-montag/