About Calamita Wealth Management - Financial Advisors
Calamita Wealth Management is a fiduciary financial advisory firm based in Charlotte, specializing in helping clients over age 50 achieve successful retirements. The firm focuses on reducing taxes, investing smarter, and optimizing income through a variety of financial planning services, including retirement and tax planning as well as investment management. Clients appreciate the team's professionalism, trustworthiness, and proactive approach. Reviews highlight the firm's attention to detail, providing clients with clear roadmaps for investments and spending. The advisors, including Britton and Todd, are noted for their patience and clarity in explaining complex financial concepts, enabling clients to understand their retirement plans fully. Many clients have enjoyed their long-term relationships with Calamita Wealth Management, praising the team's commitment to their best interests and transparent communication. They value the pragmatic planning strategies that have helped them grow their wealth and improve their chances of a successful retirement. Overall, Calamita Wealth Management is highly recommended for those seeking knowledgeable financial guidance and a supportive partnership in navigating their financial futures.
We have worked with Todd for several years and he has always listened to our goals and concerns.
June 2025
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.
May 2025
Calamita Wealth Management Financial Advisors and Planners are extremely professional and proactive. They have advised my for several years and are now helping my husband and I ensure our finances are on target for our retirement goals. They have proven to be trustworthy and knowledgeable. I highly recommend!
