Mike Montag

About Mike Montag

I believe wealth management is about relationships, not transactions. At Montag Wealth…

Experience

1. Owner and Financial Advisor

   Montag Wealth Management

   Apr 2022 — Present · Dubuque, IA, US

   At Montag Wealth Management, I lead our practice with a fundamental commitment: we sit on the same side of the table as our clients.After seeing how corporate consolidation and private equity ownership were changing the industry, I founded our firm to create a truly independent, client-first alternative where financial advice isn\'t compromised by external pressures.My daily work centers on helping clients create financial clarity through: Developing tax-efficient strategies by optimizing the balance between tax-free, tax-deferred, and taxable accounts Creating multi-generational wealth transfer plans that preserve family values alongside financial assets Building investment portfolios focused on sustainable growth and downside protection rather than chasing market trends Serving as the \"financial interpreter\" who translates complex advice from CPAs, attorneys, and other professionals into actionable steps Conducting thorough retirement readiness assessments that address the question \"Will I be okay?\" with confidence and clarity Implementing proactive tax planning strategies like strategic Roth conversions during market downturns Facilitating family financial discussions that ensure everyone understands long-term goals and responsibilitiesUnlike firms that measure success by assets under management, we measure it by the depth of our client relationships. Working alongside my wife Paula, whose CPA background and exceptional organizational skills and empathetic approach ensure no detail is overlooked, we\'ve created a practice where clients become extended family. Email me to learn more: m•••@montagwm.com.

Education

• Loras College

  BA, Accounting

  1992 — 1996