Rich Widman

With over 30 years of experience in the financial planning and investment industry, Rich Widman has earned a reputation for delivering thoughtful, personalized advice and fostering lasting client relationships. His deep understanding of financial strategies and commitment to exceptional service have made him a trusted advisor to individuals and families throughout his career.

Rich joined Montag Investments as part of his succession plan, ensuring his clients receive seamless, high-quality service as he prepares for retirement. In his role as Client Servicing Representative, he plays a vital part in maintaining the firm’s commitment to boutique-level care, supporting clients with proactive communication and comprehensive support.

Rich’s wealth of experience, combined with his focus on client success, enhances the Montag Investments team as we continue to serve high-net-worth households with integrity, expertise, and the unparalleled service our clients expect.