Boutique-Style Wealth Management

At Montag Investments, we blend Midwestern values with top-tier wealth management expertise. Located in the heartland of America, our boutique investment advisory and financial planning office serves a select group of high-net-worth households across the country. Our approach is deeply rooted in trustworthiness and diligent work—hallmarks of our Midwestern values. Instead of investing in lavish offices or formal attire, we focus on fostering genuine relationships, using our extensive industry knowledge to guide our clients with comfort and confidence. Traditional marketing isn’t our style; instead, our reputation for excellence spreads through word of mouth—a testament to the enduring trust and satisfaction of our clients. At Montag Investments, we are not just financial planners; we are your partners committed to building your financial legacy.

What defines our boutique nature at Montag Investments? We intentionally serve a maximum of 140 households at any given time. This selective approach is by design, allowing us to offer tailored, in-depth service that caters specifically to each client’s needs. While some advisors might boast about managing hundreds of clients, we pride ourselves on the quality and depth of our engagements. Our clients receive personalized attention and bespoke advice, with an average net worth measured in millions—not merely thousands. This, we believe, is a testament to the effectiveness of our focused strategy.

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Join us in a partnership that transcends traditional wealth management by instead focusing on genuine relationships and personalized guidance. At Montag Investments, we honor your trust with unwavering commitment as we build your financial future, together.

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What You Can Count on From Us:

Custom Strategies: Tailored plans that align with your unique goals and values.

Expertise: Advisors skilled in tech and entrepreneurship, understanding your diversified income.

Tax Optimization: Minimize taxes while maximizing wealth growth.

Long-Term Partnership: Evolving strategies to accommodate life's changes.

Comprehensive Guidance: From college funding to retirement, we cover it all.

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What We'll Never Do:

One-Size-Fits-All Solutions: We believe in personalized plans, not generic advice.

Overcomplicate: We simplify complex financial concepts for your understanding.

Lack Communication: Our open-door policy ensures we're always here for you.

Push Products: Your needs drive our recommendations, not commissions.

Short-Term Focus: We're in it for the long haul, committed to your lasting success.

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
 

Individual Securities

Individuals have access to a variety of investment vehicles that can be used to help them meet their short and long-term goals. The suitability of one investment over another depends largely on the individual’s financial situation and his or her own preferences, priorities and tolerance for risk.
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Our Team

Our Process

 

1. Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

 

2. Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

 

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

 

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.

 

1. Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

 

2. Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

 

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

 

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.

 

1. Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

 

2. Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

 

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

 

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.

Plan Your Pathway to Prosperity

Let's strategize together – schedule a consultation to build a financial plan that aligns with your goals

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Market Volatility

Why are markets volatile?

Caleb Montag |
Categories
Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.