Brendan Wagner

Senior Wealth Manager @MONTAG Wealth Management

Atlanta, GA, US
MOBILE NUMBERS
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WORK HISTORY

Apr 2017 — Present

Senior Wealth Manager @MONTAG Wealth Management

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Atlanta, GA

MONTAG has been a family-run wealth management business for 40 years, serving individuals, families, and institutions in Atlanta and across the country. We know that every client and institution we serve has their own unique story and mission, which is why we don’t rely on selling models or off-the-shelf investment products.Together, we craft a personalized investment strategy in an effort to protect your assets and grow your wealth over generations.

SKILLS

Portfolio ManagementEquity ResearchInvestmentsEquitiesManagementAsset ManagmentStrategic PlanningAsset AllocationInvestment StrategiesFixed IncomeBusiness DevelopmentMutual FundsAsset ManagementHedge FundsStart-UpsValuation

ABOUT BRENDAN WAGNER

Senior Wealth Manager at Montag Wealth Management

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Brendan Wagner — Email, Phone Number & Contact Info | Unifers