Calamita Wealth Management
Financial Service
Why pick this one
Calamita Wealth Management specializes in retirement planning for individuals aged 50 and over and provides fee-only financial planning.
Best for
- retirement planning for pre-retirees and retirees
- financial planning for Wells Fargo employees
- comprehensive wealth management services
Look elsewhere if
- clients seeking commission-based products
- those looking for general financial services outside retirement focus
Specialties
- retirement planning
- investment management
- tax planning
- Social Security optimization
Certifications
- Certified Financial Planner™ (CFP®)
What makes them different
- fee-only financial planning
- focus on retirement planning for people age 50+
- specialization in serving Wells Fargo employees and executives
- coordinates income, taxes, investments, and legacy
- works with clients nationwide virtually
- Serves
- Charlotte, Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 6135 Park South Dr Ste 510, Charlotte, NC 28210
- Phone
- (704) 276-7325
- Website
- http://www.calamitawealth.com
- myretirement@calamitawealth.com
Services
- financial planning
- wealth management