Todd Calamita, CFP Calamita Wealth Management

Todd Calamita, CFP Calamita Wealth Management Calamita Wealth Management is an independent, fee-only comprehensive financial planning firm. Whethe

At CALAMITA WEALTH MANAGEMENT we work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning process, we create and utilize a written personal investment policy statement to guide the investment selection, strategy and allocation. We advise our clients on retirement, investment, estate, education, insuran

ce, and investment related tax planning in order to improve our clients’ ability to achieve a better quality of life and reach their particular financial goals.

Address

6135 Park South Drive Suite 510
Charlotte, NC
28210

Telephone

704-276-7325

Website

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We Carry the Emotional Burden of Our Client’s Finances

Your finances, your future - that’s the passion behind Calamita Wealth Management. We work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning process, we create and utilize a written personal investment policy statement to guide the investment selection, strategy and allocation. We advise our clients on retirement, investment, estate, education, insurance, and investment related tax planning in order to improve our clients’ ability to achieve a better quality of life and reach their particular financial goals.

You can count on us to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative solutions specifically with you in mind. No off-the-shelf financial plans here. No more guessing if you’re on the right financial path. We help you create a wealth management plan for life and refine it all along the way. We guide you in making smart choices with your money, about your future. We are your retirement planning partner. That’s our passion. It's that simple.

To learn more about Calamita Wealth Management call (704) 276-7325 or visit us online at https://www.calamitawealth.com.