Waverly Advisors
Wealth Advisor

Tony Cottone

Anthony Cottone joined Waverly Advisors in December 2025 after Forefront Wealth Management was acquired by Waverly Advisors, LLC. Tony started his career in 1973 in the north tower of the World Trade Center as a financial analyst, then moving on to investment banking at Morgan Stanley & Co. Seven years later he moved to Philadelphia to help lead an effort to establish what would become the Senior Consulting Group at Prudential Securities. During this time, he attained his certification as an Investment Management Analyst at the Wharton School. He then spent several years providing investment consulting to an institutional client base. He followed that with 20 years as Director of Marketing for Meridian Capital Partners, a private hedge fund firm. Tony went on to establish his own Investment Advisory firm, Cottone Capital, which eventually evolved into merging into Waverly Advisors.

Tony received both his BS in Economics and MBA degrees from Fairleigh Dickinson University. He has been involved with youth ice hockey for many years and is an avid Formula 1 racing fan. He also plays as much golf as he can find time for.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • Fairleigh Dickinson University, BS in Economics, MBA

Ask Me About

  • Ice Hockey
  • Formula 1
  • Golf