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What We Do and How We Can Help

 

For many people, it’s hard to find the time, resources, and expertise to confidently build, manage, and protect their wealth. It can be even more difficult to know how to integrate personal values, family needs, and business finances into a well-thought-out financial plan. At Montag Private Wealth, what matters most is your story, your goals, and your needs. While we love to share our passion, provide financial education, and create plans for your financial future, our top priority is to listen to you carefully. To us, you are not just another client. You are our client, and we care.

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Why I Became a Wealth Manager

 

Growing up, I wavered between two career goals: becoming a doctor or working in finance. I didn’t realize then that both shared the common thread of helping people. I went on to study epidemiology in graduate school, receiving a Master of Science degree before realizing what I really wanted to do was work in finance. I was fascinated by investments and how money worked. 

 

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