Calamita Wealth Management

Todd Calamita is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Calamita Wealth Management since 2010. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. Outside of financial advising, he is an owner of a real estate holding company. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and combines qualitative and quantitative research in its investment approach, managing client accounts primarily on a discretionary basis.

Britton Williams is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has worked at Calamita Wealth Management since 2018, following roles at Belpointe Asset Management and Tuttle Wealth Management. Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a structured advisory process and utilizes both qualitative and quantitative research across various asset classes, managing client accounts primarily on a discretionary basis.