I was looking for a Financial Planner in Charlotte NC and came across Calamita Wealth. Todd and his team were extremely professional and informative and a pleasure to work with.
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.
