6135 Park South Drive
Fee Only Financial Planning, Charlotte, NC
Retirement Planning For Individuals Over Age 50
REDUCE TAXES - INVEST SMARTER - OPTIMIZE INCOME
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Todd Calamita is a Charlotte, NC fee-only financial planner. Calamita Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Todd Calamita is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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. You can count on us to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative solutions specifically with you in mind. No off-the-shelf financial plans here. No more guessing if you’re on the right financial path. We help you create a wealth management plan for life, and refine it all along the way. We guide you in making smart choices with your money, about your future. We are your retirement planning partner. That’s our passion. It's that simple.
Our Experienced Team Can Help!