Calamita Wealth Management

We help people age 50+ retire successfully. 

Reduce Taxes - Invest Smarter - Optimize Income. 

Have you diligently saved $1 million (or more) in retirement savings, but have questions? - How should I invest my money in retirement - How much do I need to retire - How can I reduce my taxes in retirement?

Chat with a Certified Financial Planner®

→ Know where you’re at now (Financial Summary)
→ Know when you can retire (Cashflow Analysis)
→ Free Game Plan (Primary Action Steps)

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

6135 Park South Dr Ste 510 Charlotte, NC 28210-0100 Phone: (704) 276-7325 Fax: (704) 910-8216

Primary Office

6135 Park South Dr Ste 510 Charlotte, NC 28210-0100 Phone: (704) 276-7325 Fax: (704) 910-8216