Tony Montanari, CIMA - Capital Guardian Wealth Management, LLC
Office Address:Address line 1
Greater Charlotte Area, NC
Directions to Office:
420 Park Street, Suite 100 Belmont, NC 28012 Or 521 East Morehead Street, Suite 405 Charlotte, NC 28202
BA - UNC Chapel Hill
CIMA - Certifified Investment Management Consultant - Investment Management Consultants Association and the Wharton School of Business
AAMS - Accredited Asset Management Specialist - College of Financial Planning
Areas of Expertise:
Tony specializes in working with individuals, families and businesses constructing financial plans and investment portfolios that will reduce volatility and generate increasing lifetime income.
Investment Management Consultants Association (IMCA)
I joined Capital Guardian in January 2009 after spending the last 10 years as a Financial Advisor and Vice President for two large Wall Street firms. We are an independent, boutique wealth management firm focused solely on the interests of our clients.