National Retirement Planning Experts

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Local Professionals

TONY MONTANARI, CIMA®

ACM Wealth Management

Serving Asheville Surrounding Area

Asheville, NC 28801
(877) 7075429

Independent. Certified. Experienced.

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

CRD#

3089483

Firm CRD#

10740

Name of Custodial Firm

First Clearing Corp, Fidelity, null Ameritrade

States Licensed in

NC, IL, MA, NY, CT, CA, FL, NJ, SC, GA, OH

Years of Experience in Financial Services

18

Number of Years with Current Firm

5

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

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Managed Accounts, Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At your home, At my office, At your office, Via phone

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

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Investment Management Analyst (CIMA®)

Securities Licenses

Series 63, Series 31, Series 65, Series 7

Insurance and Annuity Licenses

Disability, Life, Variable Life, Long Term Care, Variable Annuity, Annuity

Financial Organization Memberships

Paladin Registry, 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

43

Advisor's Number of Managed Clients

43

Advisor's Number of Planning Clients

43

Compensation and Fees

Fee Structure

I am a Fee-Based financial professional

Minimum Portfolio Size for New Managed Accounts

500,000

Compensation Methods

Flat Fee

Education

Bachelor of Arts -

University of North Carolina
August 1996 - May 1998

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.