
Calamita Wealth Management
Business hours
Monday | 8:30am to 5:00pm |
Tuesday | 8:30am to 5:00pm |
Wednesday | 8:30am to 5:00pm |
Thursday | 8:30am to 5:00pm |
Friday | 8:30am to 5:00pm |
Saturday | Closed |
Sunday | Closed |
About us
Calamita Wealth Management is a fiduciary financial advisory firm serving clients in Charlotte and beyond. We offer a range of financial planning services, including retirement and tax planning and investment management. Our investment management strategies are designed to help you grow your wealth while minimizing risk. Additionally, we specialize in helping Wells Fargo Bank employees maximize their Wells Fargo benefits package and implement customized tax planning strategies. As Fee-Only Advisors and CFP® professionals, we provide our clients with unbiased financial advice. Our approach is one that solely benefits the client, no hidden charges and no conflicts of interest to sell a certain product line or company offering.
Call Today
Featured businesses
125 Floyd Smith Office Park Drive Suite 270, Charlotte, North Carolina, 28262
(704) 563-6844
6805 Morrison Blvd, Ste 350, Charlotte, North Carolina, 28211
(704) 442-4700
6805 Carnegie Blvd, Suite 350, Charlotte, North Carolina, 28211
6805 Carnegie Blvd, Suite 350, Charlotte, North Carolina, 28211-3575
(704) 442-4719
6805 Carnegie Blvd, Ste 350, Charlotte, North Carolina, 28211
(704) 442-4700