When it comes to money, many of us believe that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution; a tool to help you live your life in a way that brings not only security but fulfillment too. At Calamita Wealth Management, our mission is to help you live a better life by designing a road map that combines your values with an achievable financial life plan. After all, what is all that hard work for if it doesn’t add up to a better life?
What We Do
There’s a lot in life that is unknown, and that uncertainty can weigh heavily on you if you don’t do anything about it. We see our role as a partner to help you carry the emotional burden that money often creates and a guide to help you bring order and purpose to your finances and your future. We want to help you eliminate financial overwhelm in your life so you can experience the confidence and freedom that come with a solid financial plan.
That’s the big picture. How do we make that goal a reality? By going beyond the baseline. We dive deep, helping you clarify and define your goals, dreams, challenges, and obstacles and then make sure your financial actions and decisions line up with what you want your life to look like. Think of us as financial advisors with a strong dose of life coaching. That’s because your money is about more than just the numbers in your bank account. Money impacts every area of your life and your financial plan shouldn’t exist in a bubble.
We provide everything from retirement planning to investment management to estate planning and tax reduction strategies. Our customized services and guidance leaves no stone unturned, helping to remove the fear and uncertainty around retiring so you have the money you need to live the lifestyle you want.
How We Work
Using our unique three-pronged process, we strive to help you restore order, obtain financial peace, and realize your lifestyle objectives.
The end result? A clear road map that allows you to make progress toward your ideal future while having the time, energy, and mental space to invest in the people and things you love most.
Who We Serve
We would describe our clients as diligent savers over the age of 50 who want to take the uncertainty out of when they can retire. While they come from all professions and walks of life, our clients have a few things in common. They are hard workers who live a life of kindness and respect for others. They may not consider themselves rich, but after decades of faithful saving, they have a nest egg they want to ensure doesn’t run out. Finally, they know they can’t go on this journey alone and want to partner with a professional they trust who can provide leadership and expertise, a “safe harbor” of sorts.
Experience The Difference
If you want to live the life you dream of and know your money will be there for you when you need it, we invite you to learn more about being part of the Calamita Wealth Management family. Schedule an introductory phone call using our online calendar or reach out to us at (704) 276-7325 or firstname.lastname@example.org. We can’t wait to hear from you!
Todd Calamita is the founder and managing principal of Calamita Wealth Management, an independent, fee-only wealth management company located in Charlotte, NC, serving people locally and across the country, that focuses on providing wealth management solutions to affluent individuals over age 50 and their families. Todd has more than 20 years of experience in the financial services industry and is passionate about helping people have a better life by designing and implementing customized financial plans that bring clarity and confidence. Todd is a CERTIFIED FINANCIAL PLANNER™(CFP®) and CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®) and holds a Bachelor of Business Administration from Ohio University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide-ranging personal finance topics, from taxes to retirement accounts. He has also been featured in a Financial Boot Camp TV series as a volunteer showing people how to make smart decisions with their money. When he’s not working, you can find Todd spending time with his wife, Teresa, and their two sons, Colin and Cameron. He enjoys rock climbing, swimming, and traveling, and he has a black belt in Tang Soo Do, a Korean martial art. To learn more about Todd, connect with him on LinkedIn.