You’re Age 50+, With $1 Million or More Saved for Retirement.
But you have questions about what comes next.
In the final years leading to retirement, you need both a
partner and a plan to avoid mistakes now and later.
When is the right time to retire?
Do I have enough?
How do I know for sure?
How Our Financial Advisors Can Help
Know where you stand now, and what it takes to reach retirement with confidence.
Financial Plan
A clear, personalized
roadmap for your
retirement transition.
Investments
Portfolio management
built to minimize risk
and support your goals.
Coordination
Taxes, estate, and income decisions working together
to support your needs.
Stories of Success From Our Clients
Planning-Focused Guidance for
Your Retirement Transition
Fully coordinated planning
That connects investments, spending, taxes, legacy goals, and moreFiduciary guidance
Working only in your best interest with no product pushes or commissionsExperienced planners
Focused on preserving your wealth, so you can focus on enjoying retirement
Calamita Wealth Management is a fiduciary investment advisor in Charlotte, North Carolina, providing fee-only financial planning, with a focus on retirement planning and investment management for pre-retirees and retirees, and specializing in Wells Fargo employees and executives, serving clients locally and nationwide.
Our CERTIFIED FINANCIAL PLANNER™ professionals provide clear guidance for those who want to make the most of their years leading to and through retirement.
Featured In
“Can I Retire?” Find Out Where You Stand in 5 Minutes
Take our free assessment to receive a personalized Retirement
Readiness Score and review your financial strengths, opportunities,
and next steps toward retirement.
Explore Your Next Steps
Start with a simple conversation about
your retirement readiness.
When you’re ready to stop making complex wealth decisions on your
own, we’re here to walk alongside you and guide you to what’s possible.
Financial Advisor FAQs
What does a financial advisor do?
As an experienced Charlotte financial advisor, our wealth management Charlotte, NC services are designed to organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and tax planning.
Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of transitioning to retirement.
At Calamita Wealth Management, we specialize in helping people over age 50 prepare for and enjoy a successful retirement by carrying the emotional burden of managing your finances so you can focus on living your best life.
What is a Certified Financial Planner® (CFP®) Professional?
Most people think all financial planners are “certified”, but this isn’t true. Just about anyone can use the title “financial planner” or “financial advisor”. When it comes to your financial security, it’s about partnering with a financial advisor who Charlotte residents and beyond can trust to put their interests first. CERTIFIED FINANCIAL PLANNER™ professionals have attained the standard of excellence in financial planning by meeting rigorous education, experience and ethical standards. Our team at Calamita Wealth Management holds these prestigious certifications, ensuring you receive advice that adheres to the highest industry standards and is tailored specifically to your retirement goals.
What are the benefits of working with a Certified Financial Planner® Professional?
Fiduciary: CERTIFIED FINANCIAL PLANNER™ professionals are required to conduct their business under a fiduciary duty, the highest standard of care in the industry. This means we are legally obligated to put your interests first.
Education: A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. This ensures you’re working with someone who has demonstrated extensive knowledge in financial planning.
Transparency: No Hidden Commissions – CERTIFIED FINANCIAL PLANNER™ professionals must operate with full transparency with no bias to sell a certain product line or company offering. Our recommendations are based solely on what will help you achieve your retirement goals.
Only 31% of U.S. personal financial advisors are CERTIFIED FINANCIAL PLANNER Professionals.* At Calamita Wealth Management, we believe this distinction is crucial for clients seeking retirement planning expertise they can trust. *Source: www.cfp.net, www.bls.gov
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