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.
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.
“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.
05/19/2026
As she prepares to enter retirement, MONTAG Wealth Management honors Senior Administrator Pamela Couch for 41 years of service and her meaningful contributions to the firm.
Throughout her career, Pamela has embodied a consistent commitment to professionalism, reliability, and the standards that support how we serve our clients. Her steady presence has influenced the culture and continuity that define MONTAG today.
We extend our gratitude for her dedication and lasting impact. Read more about Pamela here:
https://montagwealthmanagement.com/celebrating-a-remarkable-career-honoring-pamela-couchs-41-years-at-montag
05/13/2026
MONTAG Wealth Management has remained family-owned for more than four decades, guided by a commitment to stewardship and continuity. This structure reinforces consistency for clients and accountability across the firm.
For clients and those considering a career at MONTAG, it reflects an environment where experienced professionals collaborate, take ownership, and contribute to long-term outcomes.
Learn more about our history: https://montagwealthmanagement.com/about-us/ -history
04/30/2026
We believe strong financial guidance starts with strong relationships. Our approach is grounded in personalized service, long-term perspective, and a commitment to earning your trust. Here’s what that looks like in practice:
Our advisors maintain a deliberately limited number of client relationships, allowing for more engagement and thoughtful guidance tailored to your needs.
Every strategy we build is customized, drawing on the full perspectives and experiences of our team.
We’ve built lasting client relationships over generations by staying focused on what matters: objective advice, clear communication, and consistent results.
Explore how our relationship-first philosophy sets us apart.
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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 |
