Montag Wealth Management

Financial Services - Atlanta, GA, US

Montag Wealth Management Employees
Chris Guinther

Senior Investment Strategist

Contact Chris Guinther

Brendan Wagner

Portfolio Manager

Contact Brendan Wagner

Marianne Shutzberg

Fixed Income Manager

Contact Marianne Shutzberg

Ned Montag

CEO & Co-Owner

Contact Ned Montag

John Montag

President & Chief Investment Officer

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Olga Lee

Portfolio Manager

Contact Olga Lee

Pamela Couch

Senior Administrator

Contact Pamela Couch

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Montag Wealth Management Senior Management
Ned Montag

CEO & Co-Owner

Contact Ned Montag

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Montag Wealth Management Details

MONTAG is an Atlanta-based independent investment management firm specializing in the management of investment portfolios for a broad array of individuals and families, foundations, and other endowed institutions. Since the firm's founding in 1982, we have operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA).

Montag Wealth Management logo, Montag Wealth Management contact details
Employees: 20 - 49
HQ: 404-522-5774
Location: Atlanta, GA, US
Revenue: 2.5 - 5 Million
Wealth Management Investment Management Financial Planning Insurance Counseling Financial Services Financial Advisory Services
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