Fee Only Financial Planning, Charlotte, NC
Retirement Planning For Individuals Over Age 50
REDUCE TAXES - INVEST SMARTER - OPTIMIZE INCOME
"We Carry The Emotional Burden of Our Client's Finances" - Todd Calamita, CFP®, CDFA®
Fee-Only Certified financial planner located in Charlotte, NC, serving clients locally and across the country
Todd Calamita is a fee-only financial planner located in Charlotte, North Carolina. Calamita Wealth Management provides comprehensive and objective financial planning and fiduciary investment advice to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial planner, Todd Calamita is never paid commissions of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice as a wealth advisor.
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, Investment Management, Your Finances, Your Future
Your finances, your future - that’s the passion behind Calamita Wealth Management. Whether you're just starting to plan for retirement or you’re living the dream, we're here to help you reach your financial goals through our comprehensive financial planning and investment management services. We help individuals not just in Charlotte, but all of North Carolina and across the country with comprehensive financial planning, investment management, estate planning and tax planning.
You can count on us as your Wealth Advisor to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative fiduciary solutions specifically with you in mind. No off-the-shelf financial planning here. No more guessing if you’re on the right financial path. We partner with you to create a wealth management plan for life, and refine it all along the way.
We guide you in making smart choices with your money. We are your retirement planning partner. That’s our passion. It's that simple.
Retirement Planning Services
A fee-only financial advisor for professionals over age 50 planning for retirement. Services include:
Questions?
Our Experienced Team Can Help!