Belmont Capital Advisors

Belmont Capital Advisors Our Financial Advisors share the values that have built Belmont Capital Advisors. They appreciate that our name is not merely a brand. Let us help you decide.

Bottom line - Do you know what you need to live when you retire? Do you know how to get there? At Belmont Capital Advisors we work hard to ensure our clients enjoy their days and sleep well at night without giving a thought to financial worry. We accomplish this by working hand-in-hand, with our clients, to construct a solid foundation that is in alignment with the life our clients intend to live.

We have a deep understanding of all relevant forms of financial instruments including insurance, mutual funds, annuities, stocks, bonds, cash equivalents, and alternative investments. However, we view these things as merely tools to be deployed for a higher purpose and not an end unto themselves. We believe that retirement should be the most light hearted and carefree time of life, spent with family and not worrying about the safety of life savings. Securities offered through Dempsey Lord Smith, LLC Member FINRA: https://www.finra.org/ #/ /SIPC: https://www.sipc.org/

Advisor services offered through Dempsey Lord Smith, LLC

Check the background of this firm on FINRA’s BrokerCheck. https://brokercheck.finra.org/

As retirement gets closer, the focus starts to shift from how much you’ve saved to how that money will support you over ...
06/01/2026

As retirement gets closer, the focus starts to shift from how much you’ve saved to how that money will support you over time. Income planning plays an important role in that transition.

📞 Have questions? Give us a call at (704) 825-1560 or visit belmont-capital.com to learn more.

🎉 Help us celebrate our May birthdays! 🎂We’re so glad you’re part of the team—wishing each of you a great day and a year...
05/26/2026

🎉 Help us celebrate our May birthdays! 🎂
We’re so glad you’re part of the team—wishing each of you a great day and a year ahead full of happiness and success!

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice ...
05/25/2026

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

Meet The Team! 👋Raised in rural New England and educated at Springfield College, Shaun moved to North Carolina over 20 y...
05/24/2026

Meet The Team! 👋

Raised in rural New England and educated at Springfield College, Shaun moved to North Carolina over 20 years ago. An industry veteran with over 14 years’ experience, Shaun approaches every client interaction as an educational opportunity, recognizing that every economic and life situation is unique.

When matching clients with the right financial products and services, he believes that personalized planning is essential. With so much questionable financial information on the internet, finding true advice you can trust is imperative. Shaun’s advice comes from a place of understanding, and he knows that his clients’ needs come first. Shaun’s professionalism and ability to collaborate with clients are the foundation of every financial plan he helps build.

Visit belmont-capital.com to meet the rest of the team!

05/22/2026

The ‘sit and wait’ strategy works when you’re saving for retirement—but once you start withdrawals, everything changes. Your investment and tax strategies need a new game plan.

Ready to retire intentionally? Let’s talk 👉 belmont-capital.com

05/21/2026

New Podcast Episode 👉 JoePat Roop explores why people delay retirement, how confidence shapes decisions, and strategies to protect against rising costs and uncertainty in the later years.

Listen to Retire(meant) for Living wherever you get your favorite podcasts!

Connect about your one-page plan today at www.belmont-capital.com

One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?Fo...
05/18/2026

One of the biggest questions people have about retirement is surprisingly simple: How long does my money need to last?

For many, retirement can span 20–30 years — sometimes longer. That means it’s not just about reaching retirement, but planning for the decades that come after. Thinking ahead about longevity, income needs, and flexibility can help set more realistic expectations for what retirement looks like long‑term.

05/15/2026

📺 JoePat explains why a truly custom‑built retirement plan matters — and why one‑size‑fits‑all approaches often fall short — on Retire(meant) For Living.

🎉 We’re celebrating two work anniversaries this week! A big thank you to Taylor and Melanie for everything you do. We’re...
05/15/2026

🎉 We’re celebrating two work anniversaries this week! A big thank you to Taylor and Melanie for everything you do. We’re lucky to have you on the team!

Meet our President! 👋Joseph Patrick Roop, known as JoePat, began his investment career in 1992 as a college intern at Me...
05/11/2026

Meet our President! 👋

Joseph Patrick Roop, known as JoePat, began his investment career in 1992 as a college intern at Merrill Lynch. He went on to work as an investment advisor for several major financial institutions. In 2009, he founded Belmont Capital Advisors, a boutique investment firm where he serves as president.

Since his start in the industry, JoePat has specialized in financial strategies while prioritizing strong, personal relationships with his clients. He takes pride in helping individuals secure their financial future, offering a personalized approach that prioritizes their unique goals and concerns. His deep understanding of market trends and tax considerations ensures his clients stay informed and confident in their investments.

With over 30 years of experience, JoePat has witnessed significant shifts in the financial landscape and uses his expertise to help clients navigate them with confidence. In 2013, he was voted Best Financial Advisor in the Gaston Gazette’s Best of Gaston and has received multiple industry accolades. He lives in Belmont, North Carolina, with his wife, Gail, and their two children, Henry and Alex.

Visit belmont-capital.com to meet the rest of the team!

Address

123 N. Main Street
Belmont, NC
28012

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17048251560

Website

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