Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a seven-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 is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute.
Tony has been named a Five Star Wealth Manager seven times by Charlotte Magazine 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 a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte 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.
Lisa Lawwill
Client Service Manager
Lisa provides client service to Tony Montanari from the Asheville office. She can assist you with all aspects of your accounts such as placing trades, new account establishment and maintenance, IRA distributions and moving money between accounts. Lisa has worked in the investment industry since 1994 with national, regional and independent firms. She strives to provide an excellent client experience for ACM clients.
Lisa has a B.S. degree in Financial Management from the University of North Carolina - Asheville and holds the Series 7 and 66 licenses. Lisa grew up in Asheville and has a son, Tyler. She enjoys camping, fishing and training for and running in Spartan races.
General Information |
| Firm Start Year: | 2009 | |
| No. of Employees: | 5-9 | |
| Name of Broker/Dealer: | Prospera Financial Services |
| Name of Custodial Firm: | First Clearing & Pershing |
| States Licensed in: | NC, SC, IL, MA, NY, NJ, CT, CA, FL, MN, NM, IN |
| 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: | Non-Profit Organizations, Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Managed Accounts, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Your Home, Your Office, Email, Video Conference, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability |
| Financial Organization Memberships: | Investments & Wealth Institute |
| 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: | $120,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Flat Fee, Commissions, Hourly, 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
- Chapel Hill, NC 1996-1998 |
Financial Services |
| Financial Advice & Consulting
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. |
| 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. |
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 are your qualifications? What is your education background?A comprehensive approach to Wealth Management that designs and delivers a individualized solution in easy to understand terms. |
How do you charge for your services?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. |
How are you compensated? How will I pay for your services?I typically charge a fee on the assets managed, but other arrangements are available on a case-by-case basis. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?This customized to each client. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Disclaimer |
| 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. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| 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 - 4:00 PM |
| Alexis | Belmont |
| Charlotte | Concord |
| Cornelius | Cramerton |
| Dallas | Davidson |
| Denver | Fort Mill |
| Gastonia | Harrisburg |
| Huntersville | Indian Trail |
| Iron Station | Kannapolis |
| Locust | Lowell |
| Matthews | Mc Adenville |
| Midland | Monroe |
| Mooresville | Mount Holly |
| Pineville | Rock Hill |
| Stanfield | Stanley |
| Waxhaw | Wingate |
Tony has received this award in 2017, 2016, 2015, 2014, 2013, 2012, 2011, & 2010 by Charlotte Magazine for Best in Client Satisfaction.
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