wiseradvisor

Tony Montanari, CIMA®
ACM Wealth Management

Tel: 877-707-5429
Serving Asheville Surrounding Area
38 Orchard Street
Asheville, NC 28801

Independent. Certified. Experienced.

ACM Wealth Management | Financial Advisor in Asheville ,NC


About ACM Wealth Management

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
Gender:   Male
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:   12
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:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers


Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Managed Accounts, Insurance, Annuities, Stocks, Mutual Funds, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Phone, At my office, At your home, Video Conference, Via Email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Long Term Care, Variable Annuity, Annuity, Life, Variable Life
Financial Organization Memberships:   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:   90
Advisor's Number of Managed Clients:   90
Advisor's Number of Planning Clients:   90
Assets Managed by Advisor:   $130,000,000


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:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   500,000
Compensation Methods:   Flat Fee, Commissions, Based on Assets


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

  • Why should I choose you as my financial advisor? Tony is a graduate from UNC Chapel Hill. He has been a registered financial advisor since 1998. Tony holds FINRA Series 7, 63, 65, and 31 as well as Life and Long Term Care Insurance. Tony has also been accredited with the CIMA and AAMS professional designations.
  • How do you charge for your services? Financial Planning, Portfolio Management, Risk Management
  • 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.
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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

Tony Montanari

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.

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My Services

Financial Advice & Consulting

Our financial advisory services are customized to meet each client’s 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

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

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

Dana  Kenney Dana Kenney Client Service Manager

Dana provides administrative support to ACM Wealth Management. She can assist you with account issues such as new account establishment & maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1989 and brings a wealth of knowledge to ACM Wealth Management. Prior to becoming a sales assistant she worked on the business development team for Prospera Financial Services. She strives to provide excellent customer service to ACM clie ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Charlotte

Awards & Recognitions

5 STAR Wealth Manager
(01/27/2017)

Tony has received this award in 2016, 20

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