Start Your Retirement Conversation
Book Time with our Team
We help people age 50+ turn uncertainty into clarity, confidence and freedom.
Let’s begin with a brief, no-cost review of your retirement plan
You’ve worked hard for your future. Now let’s build a plan that helps you live it with confidence.
In your complimentary 20-minute conversation, we’ll:
Review your Retirement Readiness Score (if you’ve already taken it) or help you take it.
Identify the key gaps in your income plan, taxes, investments and legacy.
Outline three clear next moves you can take — whether working with us or on your own.
At Calamita Wealth Management, our approach is different. We focus exclusively on individuals and couples age 50+ and use our Business Plan for Life™ framework to coordinate Cash Flow, Tax Planning, Investment Positioning and Estate Preservation into one cohesive strategy.
There’s no obligation, no sales pitch, just clarity.
If you’re ready, pick a time that works for you and let’s talk about how your retirement plan can work just as hard for you as you did for it.
CONTACT INFORMATION
Address: 6135 Park South Dr. Suite 510, Charlotte, NC 28210
Phone and Email