Your biggest financial challenge isn't just picking the right investments: it's minimizing the taxes that can erode your wealth year after year.

You need advisors who understand how taxes, estate planning, retirement strategies, and wealth transfer all intersect.

Our CPA background means we guide you through these complexities and catch opportunities other advisors miss.

Genuine personal attention isn't possible when you're one of hundreds.

You deserve advisors who actually know your story and not just your account balance. When markets drop, you need someone who picks up the phone and remembers your concerns.

When life changes, you want advisors who understand your values and adjust your plan accordingly.

Not everyone needs the same financial guidance, but everyone deserves to be understood.

Spouses with different money perspectives need advisors who hear both voices. Widows navigating decisions alone for the first time need patient guidance. Multiple generations in one family may have different goals based on their life stage.

The two leaders of Montag Wealth Management, Paula and Mike, bring complementary perspectives that meet you wherever you are.

We intentionally maintain a limited client base to ensure premium, individualized service for each family we serve.

Decades of expertise in financial planning, tax strategy, accounting, and wealth management working for you.

We are Certified Public Accountants, bringing sophisticated tax planning expertise to your wealth management strategy.

From tax efficiency to estate planning, insurance to investments: we address every aspect of your financial life.

Your biggest expense is our biggest focus. Taxes are likely the largest cost you'll pay over your lifetime, yet most people only think about them once a year at filing time. You need year-round strategic guidance that minimizes what you owe and keeps more of your money working for you.

Your portfolio should match your life, not chase headlines. You need a diversified portfolio aligned with your actual risk tolerance and timeline, properly allocated across the right tax buckets: not promises about beating the market.

You have an estate plan. Now let's make sure it actually works the way you intended. You need guidance that keeps your assets properly titled, your beneficiaries current, and your estate plan aligned with your attorney's intentions so your family actually receives what you meant to leave them.