Mission and Values

Montag Wealth Management's mission is to help people live meaningful lives.

We get to know and understand your needs, wants, and long-term goals. We help you develop, implement, and monitor a strategy that’s designed to address your specific situation.

We understand the challenges families and small business owners face today.  These challenges can be overwhelming. Our commitment is to utilize all of our combined resources to help you pursue your goals in the most tax efficient manner possible. 

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing, preserving, and transferring wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Accept Responsibility - We believe our primary role is to manage the assets that are entrusted to us.  We accept the responsibility that comes with knowing that there are real people who have entrusted us with these assets.  Your interests will always guide our advice.

Act with Integrity - We put our clients' interests first, we make your goals our goals.  We believe that this is an ethical, moral, and professional obligation.  It is also the only way to act.  We are dedicated to serving you and never taking for granted the trust you have placed in us.  Integrity is at the core of everything we do.

Expand Knowledge - We want you to understand why we are making the recommendations that we do. This involves taking the time to explain our reasoning in plain English. When your knowledge expands, our process is more deeply understood.

Share Passion - We strive to exceed expectations.  We care deeply about the results of our efforts, and how they impact your life.  We embrace challenges with thoughtfulness and resolve.  We are passionate about helping you and your family live meaningful lives.