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 (CIMAAAMS®) 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.
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.
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 clients.
Dana lives in Joshua, Texas with her husband of twenty
years, Michael, and son, Brayden. In her spare time she
enjoys skiing, swimming and watching her son play baseball
and basketball.
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: | 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. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning |
Services |
| Investment Types: | Insurance, Annuities, Stocks, Bonds, Managed Accounts, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Video Conference, Your Home, Phone, Email, Your Office, Our Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Disability, Life, Variable Annuity, Variable Life, Annuity |
| 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 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 500,000 |
| Compensation Methods: | Commissions, Based on Assets, 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 |
Financial 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. |
| 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 doesn't always go the way we want it to go. Despite
our best efforts, accidents happen and there's nothing
anyone can do about them except insure against them. And, though we can't predict or protect from everything, we can help you come close. |
| Education Funding and Planning
College is expensive, and the cost will only continue to rise. With an average annual increase of 5-9% each year, it will take a small fortune to put your child through college. We can help. The basics of financial planning used in conjunction with the proper tax-saving vehicle can allow families to pre- fund college expenses. In addition, some of these vehicles can be great tools for parents and grandparents to use for trusts and estate planning. |
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. |
What services do you provide? What are your specialties?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. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. 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. |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Charlotte |
5 STAR Wealth Manager
(01/27/2017)
Tony has received this award in 2016, 20
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