There’s enough confusion in the world.

Let’s leave your retirement out of it!

We are a fee-only financial advisor in Charlotte, North Carolina serving individuals over age 50 who seek planning for retirement. We specialize in working with Wells Fargo and Atrium Health employees.

Retirement Planning For Individuals Over Age 50 Charlotte, NC

Our mission is to ensure a successful retirement by providing you with effective financial planning that is based solely upon what you want your life to be – not what some model says it should be.

Enough about us – now let’s hear about you!

FEE-ONLY, CERTIFIED FINANCIAL PLANNERS™

Calamita Wealth Management is a fee-only financial planner located in Charlotte, North Carolina. The core mission is to deliver retirement planning to people over the age of 50.

As a fee-only, fiduciary, and independent financial planner, we are never paid commissions of any kind, and we have a legal obligation to provide unbiased and trustworthy financial advice that puts your best interests first.

Benefits Of Working With A Fee-Only Financial Advisor

FIDUCIARY

Certified Financial Planners are required to conduct their business under a fiduciary duty, the highest standard of care in the industry.

CFP® PROFESSIONAL

As Fee-only Advisors, we provide our clients with unbiased financial advice . Our approach is one that solely benefits the client.

Transparency

The fee-only compensation structure allows the advisor to operate with more transparency, no hidden charges and no conflicts of interest to sell a certain product line or company offering.

10 BIGGEST MISTAKES

Are you on the hunt for the best Financial Advisor? Our latest comprehensive guide for consumers highlights the 10 BIGGEST mistakes people make and how they can be avoided.

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