Contact | News Media | FAQ | Blog

 

 

Are You Ready To Sell Your Advisory Firm?

If you’re anything like me, you are passionate about what you do and the clients you serve. You’ve probably spent countless hours building your advisory firm from the ground up and are proud of the career you’ve experienced. But now you are beginning to slow down, looking to retire and move on to the next stage in life. The problem is, you want the best for your clients because of how much you’ve invested in their lives. Can you walk away from all you’ve worked for? Here are some questions to ask yourself as you face this life transition.

 

Read more...

 

 

What Is Your Risk-Adjusted Return?

 

The markets have soared over the last years and significantly over the last months and it’s tempting to look at the increasing rate of return and get excited, and maybe a bit greedy too. But remember, what goes up must come down. If your portfolio is only built to ride the highs, what’s going to happen when the next downturn occurs? Will you have anything to get excited about then?

 

Read more...

 

 

 

 

 

What Should He Do? Meet Frank the Real Estate Owner

 

Have you ever been stumped by specific questions about your finances? Do you wonder if anyone else has dealt with the same issues and are curious about what solutions brought them success? I’d like to take some time to show you a few examples of issues our clients may have faced in the hopes that you will be able to apply the knowledge and principles from their circumstances to your personal financial situation. Today, I’m going to introduce to Frank and his questions, and later in another post, we will look at the options available to him.  

Read more...

 

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.

 

Read more...