MONTAG Wealth Management

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.

07/14/2026

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/

07/02/2026

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

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https://montagwealthmanagement.com/newsletter/

06/02/2026

Successful long-term investing requires discipline, patience, and the ability to stay grounded through changing market environments. In this video, Senior Wealth Manager Brendan Wagner shares the principles that guide his approach to managing client portfolios and evaluating investment opportunities.

05/21/2026

“Every business has its cornerstone people, and Pam Couch is one of those.”

On the eve of her retirement, Ned Montag, Chief Executive Officer, reflects on Pamela Couch’s role in shaping the firm over four decades. Her steady presence has helped shape the relationships and traditions that remain part of MONTAG today.

We are grateful to Pamela for her 41 years of service, and we wish her the best in her next chapter.

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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