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You Can Now Make an Appointment Online for a Free Introductory Meeting


We are all so busy these days that even carving out time in our day to schedule necessary appointments can fall down the priority list. But your financial life can’t be ignored. At Montag Private Wealth, we want to do everything in our power to make things as simple and convenient for you so that you can rest easy, knowing that your finances are taken care of and on the right track.



The Convenient Choice

What if I told you that thirty minutes could make or break your financial future? Even better, what if I told you that you can easily and conveniently schedule a thirty-minute appointment with me? Since we are always on our smartphones and computers, we prefer to organize our lives online. This is why I’m excited to announce a new way to get in touch with me.


How does it work? It’s simple. Choose a day and time on my online calendar that fits best. No more waiting on the phone while a receptionist tries to find an appointment slot that works for both parties.


Then, we’ll take thirty minutes to get to know each other and I can show you how financial freedom is closer than you think! Your first appointment is always free. We would be happy to provide a second opinion on your investment portfolio with no obligation. We will review our philosophy and our investment approach with you and make our recommendations so you are in a better position to make an informed decision. Schedule a phone call now and take the first step to setting yourself up for the best financial future possible.


About Carl

Carl Martel is the president and portfolio manager of Montag Private Wealth. Along with more than 15 years of capital market experience and 10 years of experience in real estate hard assets, he is a Chartered Investment Manager® and hold a Certificate in Derivatives Market Strategies from CSI Global Education, a Masters of Science from Laval University, and an MBA from l’Université du Québec à Montréal. A focused and pragmatic, results-oriented investment professional and entrepreneur, he specializes in serving the unique financial needs of high net-worth individuals and families, foundations and endowment funds, and business owners. To learn more, visit or connect with Carl on LinkedIn.