Investments & Financial Planning
Schedule your no cost / no obligation consultation with a CFP®.
Welcome to Montag Investments, where you will find the expertise and attention your finances deserve. Caleb Montag is a CERTIFIED FINANCIAL PLANNER™ that specializes in creating individualized financial plans and investment portfolios for high net worth individuals.
Planning for the future of your investments and finances is stressful. With the abundance of talking heads in the media spreading various opinions and views, it is hard to know what path will lead you in the right direction. Fortunately, that is what we are here for - we believe in getting to know each of our clients on an individual basis until we have a clear understanding of his or her vision. We will create a plan and assist with implementation and monitoring. Our goal is that you will never have to wonder if you are saving "too much" or "too little". Money doesn't have to be stressful, humans make it that way.
Caleb Montag is the Financial Advisor behind Montag Investments. Caleb has been in the financial planning industry since 2012. Since beginning his career he has helped many individuals, families, and business owners find solutions to their financial needs. Caleb is a CFP® which is a formal recognition of his expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement planning.
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