Tel: 877-707-5429 38 Orchard Street Asheville, NC 28801
Independent. Certified. Experienced.
About Tony Montanari
Tony is the founder and lead financial advisor of ACM Wealth Management. Tony is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMAAAMS®) 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 by Charlotte Magazine in 2024, 2018, 2017, 2016, 2015, 2014, 2013, & 2012 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, Wealth Management 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, the Investments & Wealth Institute and the Financial Services Institute. Tony is a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Lake Wylie area of Charlotte and also maintains a home in Lake Lure with his wife Lesley, and their three children, Evan, Logan and Emma.
About Edelman Financial Engines, LLC - tariktest
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 provides client service to Tony 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:
2-4 Employees
Name of Broker/Dealer:
Prospera Financial Services
Name of Custodial Firm:
Wells Fargo Clearing
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.
Email, Phone, Your Office, Our Office, Video Conference, Your Home
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
500,000
Compensation Methods:
Flat Fee, Based on Assets, Hourly
Firm Information
Assets Managed by Firm:
$240,000,000
Advisor's Number of Clients:
90
Advisor's Number of Managed Clients:
90
Advisor's Number of Planning Clients:
90
Assets Managed by Advisor:
$150,000,000
Education
Bachelor of Arts:
University of North Carolina - Chapel Hill, NC
August 1996 - May 1998
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 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.
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.
Why should I choose you as my financial advisor?
What services do you provide? What are your specialties?
What financial institution(s) do you represent?
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.
Tony has been named a 5 STAR Wealth Manager by Charlotte Magazine for best in client satisfaction in 2024, 2018, 2017, 2016, 2015, 2014, 2013 and 2012.
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family.
Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser,
and operates through various subsidiaries and brands that provide financial education.
WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform.
WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or
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