MONTAG Wealth Management
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MONTAG has been a family-run wealth management business for over 40 years, serving individuals, families, and institutions in Atlanta and across the country. We were founded on the belief that our clients are best served by treating them as part of that family, and this has continued to be our driving force as we’ve grown. We know that every client and institution we serve has their own unique sto
06/10/2026
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/
“Pam, thank you for all that you've done for our firm.”
In this message, John Montag, President, Chief Investment Officer, and Senior Wealth Manager, looks back on Senior Administrator Pamela Couch’s 41 years of service at MONTAG.
As she enters retirement, John and the entire team celebrate her innumerable contributions to MONTAG. Thank you, Pamela.
"Loss of opportunity is preferable to loss of capital." - Tom Basso
In his Investment Philosophy video, Kent Shaw, CFA, shares how discipline, patience, and risk management guide his approach.
From helping families plan for retirement to guiding the next generation, Kent’s approach reflects MONTAG’s commitment to supporting clients through every stage of their financial journey.
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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 |
