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TONY MONTANARI, CIMA®
ACM Wealth Management

Tel: 877-707-5429
1927 S. Tryon Street
Suite 205
Charlotte, NC 28203
ACM Wealth Management | Financial Advisor in Charlotte ,NC

Independent. Certified. Experienced.


About TONY MONTANARI

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.


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.

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

Services

Investment Types:   Managed Accounts, Stocks, Mutual Funds, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Your Home, Our Office, Via Phone, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life
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:   $135,000,000

Compensation and Fees

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

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

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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. 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.

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 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.

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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.

Compliance

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


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 - 4:00 PM

Communities Served

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

Awards & Recognitions

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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