Family Owned. People Focused.

Personalized Wealth Management

40+

Years in business.

$2B+

in assets under management.

Why Montag?

wealth preservation & growth icon

Wealth preservation and growth
 

exclusive portfolio manager icon

Direct access to investment professionals

customized portfolios icon

Customized portfolios

financial peace of mind icon

Financial peace of mind

At MONTAG, we take the time to get to know you, learn your goals and aspirations, craft a customized investment strategy that fits your individual needs, and guide you through the future that you envision for yourself and your family.

MONTAG uses the term, “protect and grow” as a simple way to explain a complex philosophy. At MONTAG, our work is guided by core investment principles such as asset protection, income generation, and portfolio growth. These principles are unique to each client and can change over time. Our objective is to really understand your goals, your financial situation, and your risk tolerance over the course of your relationship with us. We can then execute an appropriate investment strategy using various asset allocations to bring all of these elements together. It is MONTAG’s mission to have a long-term relationship with our clients to help them meet their evolving goals for today and tomorrow.

Wealth Management Services

private wealth management

Private Wealth Management

Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a senior wealth manager to craft custom investment solutions that meet your individual needs. For over 40 years, our wealth managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.

institutional management

Institutional Management

We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.

Wealth Management Services

private wealth management

Private Wealth Management

Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a portfolio manager to craft custom investment solutions that meet your individual needs. For 40 years, our portfolio managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.

institutional management

Institutional Management

We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.

“For more than 40 years, we have assisted individuals and families in meeting their investment objectives and needs by preserving and growing their financial assets, while carefully managing risk.”

— Ned Montag | Chief Executive Officer

Ned Montag

Recognition

Wealth Management News & Analysis

 
Blog
Q1 2026 Market Observations

By Brendan Wagner, Senior Wealth Manager Stock market returns in Q1 2026 were remarkably similar to the year-ago returns of Q1 2025. In both quarters, large growth fell and large value rose. In subsequent months last year, large growth stocks … Read More

April 9, 2026
Cybersecurity best practices and financial fraud prevention in 2026
Blog
In 2026, Your Cyber Health Starts with You

By Ray Palacios, MAcc CISSP®, CFE, Director of Compliance Key Takeaways: Cybersecurity is now part of personal financial health. Just as you focus on physical and mental well-being, protecting your digital life is essential to safeguarding your assets in 2026 Scams … Read More

March 24, 2026

At MONTAG, we’ve been successfully investing for generations, helping our clients meet their goals. We’ll help you do the same.