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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-09-2010
- Office Locations
- 2
Office Locations
About Calamita Wealth Management
Calamita Wealth Management is a Charlotte, NC wealth management firm focused on helping people over age 50 plan for and navigate retirement. The CFP®-led team provides comprehensive financial and retirement planning, investment management, and ongoing tax planning in coordination with clients’ tax advisors. Its approach emphasizes sustainable retirement income, scenario modeling, and risk management, delivered fee-only without commissions and available to clients nationwide via virtual engagement.
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Owner & Executives
TODD DOUGLAS CALAMITA
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #3204341
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRITTON RIVES WILLIAMS
Wealth Advisor
- CRD
- #5869494
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,145,841 | $338,835 |
| Non-Discretionary | $6,008,946 | $6,008,946 |
| Total | $138,154,787 | $353,337 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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