Charlotte, NC Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Calamita Wealth Management
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Firm-wide stats for Calamita Wealth Management
About
Calamita Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans and businesses. The firm also offers one-time standalone financial planning and retirement plan consulting as part of its service menu.
The advisory process is laid out as a structured sequence—establish the relationship, gather information, analyze, develop recommendations, implement, and monitor—and most client accounts are managed on a discretionary basis. Investment implementation uses a mix of qualitative and quantitative research across mutual funds, ETFs, equities and fixed income, and the firm explicitly treats cash as an asset class when constructing allocations.
Noteworthy features include a compact two-advisor team overseeing roughly $138 million for about 109 clients, with advisors holding CFP® credentials and the principal holding a CDFA® designation. The firm provides ERISA 3(21)/3(38)-style retirement plan consulting and participant education, maintains legacy client arrangements with older engagement terms, and uses client testimonials in its advertising materials, a practice that is uncommon among peers.
Based on Calamita Wealth Management
Expertise
Based on Calamita Wealth Management
Location
6135 Park South Drive, Suite 510
Charlotte NC 28210
Advisors at this office
1
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