"We Carry The Emotional Burden of Our Client's Finances" - Todd Calamita, CFP®, CDFA®

WHY CALAMITA WEALTH MANAGEMENT?

Not all financial advisors are created equal.

FIDUCIARY

Fi-du-ci-what!? It’s simple — we are personally liable if we give you bad advice.

COMMISSION-FREE

No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid.

CFP® PROFESSIONAL

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.co

Retirement Planning Services

A fee-only financial advisor for professionals over age 50 planning for retirement. Services include:

Philosophy

Team

Services

Resources

Questions?

Our Experienced Team Can Help!

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