About Us

Guiding clients to and through
retirement for over 25 years

Welcome to Calamita Wealth Management

Helping you feel more confident
about what comes next

There’s real value in having a fully coordinated and professionally managed financial life. This becomes increasingly clear as retirement draws closer.

Our team helps people who are 50+ retire with clarity, confidence, and freedom by building a personalized “Business Plan for Life” that goes beyond investments to integrate cash flow, taxes, and your family.

As your needs evolve and priorities shift, we’ll keep each part aligned and moving forward in the right direction. You’re left with more time and freedom to focus on family, travel, philanthropy, and every other experience that makes retirement meaningful.

Our Why?

To walk into the unknown with others so we can achieve what’s possible

Great
Listener

We believe there’s more to learn when we listen before speaking, and it allows us to provide better guidance.

Clarity in Retirement Planning

We simplify your transition to retirement by building a clear income plan, because you should always know where your money will come from.

Tax-Smart Wealth Preservation

With taxes likely being your biggest expense in retirement, we strive to minimize the burden and keep more of your money working for you.

Freedom and Your Legacy

True wealth isn’t about what you accumulate. It’s the freedom to live fully now, while ensuring your loved ones are protected later.

Meet Our Financial Advisory Team

Hear About Our Client’s Experiences

“We’ve been working with Calamita Wealth Management for two months, and the experience has well exceeded what we were hoping for. Britton is helping us make sense of a retirement plan that—hard as it is to believe—is suddenly upon us…”

– Paul Johnson, Charlotte, NC

“Britton and Todd with Calamita Wealth Management provides comprehensive retirement planning and financial planning. Their attention to detail provides us with a roadmap to gauge our investments and spending. The attention to details are evident in our discussions and much appreciated. Thank you.”

– Leigh Kokenes, Raleigh, NC

“Todd is so easy to talk to. He acts like you are his only client and I never feel rushed. He has lots of great programs that help forecast where our finances will be if we continue down the path we’re on.”

– Mary Leigh J, Charlotte, NC

“Calamita Wealth Management has been a complete game changer for us. They genuinely care about their clients’ well-being and personal goals, offering personalized and trusted guidance every step of the way…”

– Kelly Fillnow, Charlotte, NC
READ ALL CLIENT REVIEWS

Disclosure

Who We Work With

You may be a great fit if…

Explore our success stories

  • You’re 50 or older

  • You have saved diligently to prepare for retirement

  • You prefer to enjoy life in retirement without the stress of managing wealth on your own

Schedule Your
Introductory Call

You deserve answers to your
biggest retirement questions.

Tell our team what’s on your mind, and we’ll
start to discuss how we can help

get started