TONY MONTANARI, CIMA®
ACM Wealth Management
Asheville, NC 28801
Independent. Certified. Experienced.
About ACM Wealth Management
- CRD# 3089483
- Series: 7, 31, 63, 65
18 Years of Experience
As a fee-based independent advisor, ACM Wealth Management creates
unbiased, customized investment strategies to help build, protect
and transfer client's wealth. We take a comprehensive and
customized approach to your financial situation. Understanding what
is most important to you, we then develop a clear long term plan
that considers your needs, your goals, and your priorities. After
the initial plan is developed we take an active role in your
pursuit of these goals.
General Information |
| Firm Start Year: | 2009 | |
| No.of Employees: | 2-4 | |
| Name of Custodial Firm: | First Clearing Corp, Fidelity, null Ameritrade |
| States Licensed in: | NC, IL, MA, NY, CT, CA, FL, NJ, SC, GA, OH |
| Number of Years with Current Firm: | 5 |
| Work Experience: | Tony started in the business in 1998. He was trained and worked for two large, national Wall Street Firms. In 2009, Tony started ACM Wealth Management so he could become an independent financial advisor and represent the best interests of his clients and not a large corporation. |
| I work with the following types of clients: | Individual Investors , Non-Profit Organizations , Businesses |
Services |
| Investment Types: | Managed Accounts , Annuities , Mutual Funds , Bonds , Stocks , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via email , At your home , At my office , At your office , Via phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability , Life , Variable Life , Long Term Care , Variable Annuity , Annuity |
| Financial Organization Memberships: | Paladin Registry , Investment Management Consultants Association |
| Non-Financial Organization Memberships: | UNC Alumni Association, The RAMS Club, Verdict Ridge Country Club, Birkdale Basketball League |
Firm Information |
| Advisor's Number of Clients: | 43 |
| Advisor's Number of Managed Clients: | 43 |
| Advisor's Number of Planning Clients: | 43 |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | I am a Fee-Based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | 500,000 |
| Compensation Methods: | Based on Assets , Commissions , Flat Fee |
Board Positions
| Organization: | Sally's YMCA |
| Position : | Board Member |
| Organization: | East Lincoln Betterment Association |
| Position : | Board Member |
Education
| Bachelor of Arts |
University of North Carolina - Chapel Hill, NC
August 1996- May 1998 |
Faqs
- What financial institution(s) do you represent? I am an independent financial advisor. My client assets are typically held at First Clearing Corp, an affiliated company of Wells Fargo.
- Do you provide a free initial consultation? Yes
- Why should I choose you as my financial advisor? As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation.
Disclosures
Securities and advisory services offered through Prospera Financial Services, Inc. Member FINRA/SIPC. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
TONY MONTANARI, CIMA®
CIMA®
Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a Five-time Independent Broker Dealer of the year by Investment Advisor Magazine.
Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he has held the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning since 2003 and is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investment Management Consultants Association (IMCA).
Tony has been named a Five Star Wealth Manager by Charlotte Magazine in 2016, 2015, 2014, 2013, 2012, 2011 & 2010 for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire.
Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is an active member of Verdict Ridge Country Club, the Investment Management Consultants Association and the Financial Services Institute. Tony is also a board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Norman area with his wife Lesley, and their three children, Evan, Logan and Emma.
My Services
Financial Advice & Consulting |
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Our financial advisory services are customized to meet each clients individual needs. ACM Wealth Management has a common goal to completely understand your financial situation so that we can create a strategy and plan to get you on track and more importantly, to keep you on track. We believe that a thorough financial evaluation and a solid financial plan are essential for investment success. While no methodology can guarantee success, having a financial plan is the most assured way of working toward financial goals. We avoid strategies for investing that include market timing, industry sector concentration and concentrated stock positions. |
Retirement Planning |
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We all wonder if we will have a sufficient amount of assets to fund our retirement. And a successful strategy requires planning and constant attention. It may seem burdensome, but proper preparation is the key to success and financial independence in retirement. |
Insurance Planning |
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Life doesnt always go the way we want it to go. Despite our best efforts, accidents happen and theres nothing anyone can do about them except insure against them. And, though we cant predict or protect from everything, we can help you come close. We offer a wide range of insurance options and can walk you through the different types to help you choose the one that best fits your needs. |
My Team
Communities Served
| Charlotte |
Office Hours
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
Awards & Recognitions
(01/27/2017)
Tony has received this award in 2016, 20
Social Networks
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