Zachary Jurich
Wealth Management Associate @MONTAG Wealth Management
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WORK HISTORY
Wealth Management Associate @MONTAG Wealth Management
Atlanta, GA, US
MONTAG has been a family-run wealth management business for over 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.
EDUCATION
Georgia Highlands College
Associate of Science - AS, Business Administration and Management, General
The University of Georgia
Master of Science - MS, Financial Planning, Housing & Consumer Economics
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration - BBA, Management with Minor in Business Law
SKILLS
ABOUT ZACHARY JURICH
I’m passionate about helping people live more fulfilled lives by guiding them through the many financial decisions that come with different phases of life. I’ve had the privilege of working with executives, business owners, and ultra-high-net-worth individuals. Each experience taught me that the best financial advice goes beyond numbers. It’s about understanding what matters most, communicating clearly, and being available.Colleagues describe me as driven, thoughtful, and steady under pressure. Whether it’s a tight deadline, a complex client need, or changing priorities, I focus on staying grounded, finding the right solutions, and helping everyone move forward with confidence. At my core, I love financial planning and the relationships that come with it. I thrive in collaborative environments where I can roll up my sleeves, contribute to a shared vision, and create meaningful results. My goal is simple: help people reach theirs, while making the process feel seamless, informed, and genuinely human.
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