Find financial planners in Charlotte

Taxes are the biggest barbarian you'll face. We can help you in the fight with him right now and develop a plan for continuing to fight the battle in the future. Healthcare is the second biggest barbarian you'll face. We can transfer the risk of this barbarian to other avenues like insurance and long-term care. Your own behavior is the sneakiest barbarian

Todd Calamita is a fee-only financial planner located in Charlotte, North Carolina. Calamita Wealth Management provides comprehensive and objective financial planning and fiduciary investment advice to help clients organize, grow and protect their assets through life's transitions. As a fee-only, fiduciary, and independent financial planner, Todd Calamita

Graduated from the University of South Carolina with his Bachelor of Science degree in Accounting. He has over 25 years of experience in the financial industry and enjoys saving people money through tax incentives and holistic planning. Since 2005, we've been providing professional consulting services to clients from all around the Charlotte area and

We're forward thinkers focused on addressing the needs of founders and entrepreneurs. We've been there, we've helped others and we've developed the solutions to meet your needs. Let us be your quarterback. Our relationships and network provide our clients with access to opportunities usually reserved only for institutional investors and large family

Valta Inc. 2021 Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and VALTA, Inc. are not affiliated. This communication is strictly intended for individuals

It's not about your money - it's about your life. To develop your plan, we start with discovery. We step away from what you've been doing to what you would like to do, not with your investments but with your life. Once we've learned what's important to you and have relevant financial data in-hand, we develop your life-centered financial plan. Our asset

Brent Dees Financial Planning is an independent firm specializing in helping business owners reach their financial goals. You need professional advice and guidance to develop the right plan for your future and the future of your business. Together, we can start a rewarding relationship built for long-term success. In order to move forward, you must

We help generous people increase their margin so they have more time and more money to pursue what's most important to them. Greenway integrates the science of modern investing and smart financial planning to provide our clients the best chance of success. We use state-of-the-art technology to provide our clients complete clarity about their finances