Tony Montanari, CIMA - Capital Guardian Wealth Management, LLC

Office Address:

Directions to Office:

420 Park Street, Suite 100 Belmont, NC 28012 Or 521 East Morehead Street, Suite 405 Charlotte, NC 28202

Phone Number:

Website:

Degree(s):

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

Insurance Accepted:

N/A

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.

Professional Organizations/Affiliations:

Investment Management Consultants Association (IMCA)

Background Information:

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.